Mobile App – Mobile Record Lists

The BNTouch Mobile App lets you access all of the client and partner records that you have already entered in the Mortgages Tab and Partnerships Tab of the web browser version of your CRM. You can add new records via your mobile device, and these records will likewise be added and available next time you open your CRM database on your computer. This easy access to all of your mortgage information lets you carry out your business on-the-go via your phone or tablet.

When you log into the BNTouch app, you can access your database or add new records to it by swiping from left to right to open the menu. This guide will show you how to navigate your record database and get in contact with your clients and partners using the Mobile App. If you need help creating or editing contact records, please check out our “Contact Records” article or training video.

In the Mobile App, you will have multiple methods available to navigate your client and partner record databases. If you are looking to check on records that have been added since you last accessed your CRM, you can swipe into the Menu and tap “New Records”. You may see a number in orange to the right of this menu option—this indicates how many new records have been added since your last visit.

When you open the New Records list, you will see records displayed chronologically from when they were added to your database. For each one, you can see the contact’s name, some information from their record, and an indicator for the type of contact it is. A “C” here means a mortgage “Client”, a “P” is a “Partner”, and an “R” represents a new hire from your “Recruiting” database. You can tap on any contact’s name to open their record, and you can use the circles to the left to select multiple records to delete using the buttons at the top of the list.

You can also tap the “Actions” icon to the right of a contact’s name to see various methods to contact that client or partner. A new menu will appear, and the options that are listed will depend on what contact information is entered for that record, what add-on modules you have enabled for your account, and what features you have given the app access to on your mobile device.

“Call” lets you choose from the phone numbers you have logged for the contact, then opens your phone app to start the call. Similarly, you can use the “Send Text/SMS” to draft a text message and send it to your contacts, either using the BNTouch app or your phone’s default app. “Add Tracker Note” lets you attach internal messages to the record in your CRM, which can help you coordinate with your co-workers.

“Send Email” will open an email editor so you can write a message to your contact, and “Send Postcard” allows you to send a physical mailer to the person’s mailing address. The “Send Video Message” link can be used to record a personalized video using your phone’s camera, then send it to your client.

Instead of checking out records that you haven’t opened yet, you can also review the “Last Records” that you have opened in your database. This can be a great time-saver if you are working in a client’s file and need to navigate away for a bit. You can always hop back into the last records you opened by swiping into your Menu, then tapping “Last Records”. The same options and contact methods are available in this list that were present in the “New Records” list, and you can open the records by simply tapping the contact’s name.

If you want to navigate through your organized record databases, you can open your menu and tap “My Pipeline”. This will let you choose between your “Mortgages”, “Partnerships”, and “Recruiting” tabs at the bottom of the screen. For each database, you will then see a list of the various marketing sequence stages and the number of records in each one. Tapping a marketing stage will show a list of all clients, partners, or recruits in that part of your pipeline sequence. Inside each sequence stage, you will have the same list, contact, and record options that were available in the “New” and “Last” record lists.

If you aren’t sure what record you are looking for, you can always search through your entire CRM database using the “Search” box at the top of your app menu. When you enter search terms and tap the magnifying glass icon, you will see a list of any records that match the criteria you entered. Just like before, you can open, contact, or delete these records using the “Name” link, “Actions” icon, and circles to the left of the contact.