Dashboard – Leads

Your BNTouch Dashboard is organized into several sub-tabs, each containing useful tools and information.

The third sub-tab, “Leads,” provides a series of graphs and statistics representing your new and progressing leads.

The top-most panels will show the number of Funded and Cancelled clients you have for the current and last month and year, as well as the total loan amounts for each category and time period.

Below, a summary of new leads will appear for the same time frames, including a separate tally for those that have been gathered via Loan and Partner Portal sites. The latter will only include leads that have been submitted using the “Refer a Friend” page in a client’s Borrower Portal or the “Submit New Lead” and “Open House Form” tools in a Partner Portal.

Various summary chart styles can be accessed using the “Lead Conversion” drop-down menu, and the data can be filtered by a specific lead source using the second drop-down menu. Further months can be added to the graph data using the “+” and “-” links in the upper right. You can hover over elements in the graph for more details, and any chart displayed here can be printed or downloaded using the context menu icon.

The final panel, “Latest Leads”, will show a list of “New Leads”, those that haven’t been opened yet in your CRM, or “Latest Leads” that have most recently been added to your database. You can toggle between these lists using the “Leads Type” drop-down menu. For each new lead, you can click their blue “Name” link to open their record in the Mortgages Tab. To the right, you can see contact and loan information, the source of the lead and the CRM user it is assigned to, and any recent Tracker events that have been added to that potential lead’s record.

You can hover over the colored boxes to see details about each tracker event, and you can add new entries to that record using the “Add Tracker” link to the right. The “Actions” links to the right can be used to communicate with the contact via email, pre-recorded video, new video, SMS text message, or mailed postcard.