Dashboard – Docs

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

The fourth sub-tab, “Docs,” can be used to review uploaded documents in your records and document requests you have sent to your clients. You can toggle between these two lists using the tabs at the top of the page.

The first list will show documents that you and other users have uploaded to records in your CRM. By default, this list will show all documents without a status. A document does not have any status when it is uploaded in your CRM or by a borrower via a portal site, so this tab allows you to quickly review, accept, or deny newly uploaded documents.

You can filter the list by upload date, document status, the user who uploaded the file, and words in the file name using the menus and text fields at the top of the page; this can be used to easily find documents throughout all mortgage and partnership records. The list will update with documents that match your criteria when you click “Search”, and you can reset all filters to their defaults by clicking “Clear”.

In the list below, you’ll see the date each file was uploaded and which client’s record it was attached to. You can open that borrower’s record by clicking their blue “Name” link. To the right, you’ll see basic information from their record, including the filename of the client from your LOS, their property address, which CRM user uploaded the file, and the size of each file.

You can download any file in this list by clicking the blue “File Name” link. The description, sharing preferences, and document status will display to the right. The “Status Update” action menu can be used to directly “Accept” or “Reject” a document, set a customized status for it, or delete it from your CRM. Multiple documents can be deleted or have their status updated at once using the checkboxes to the left and the buttons above the document list.

In the “Requested Documents” list, you can filter file requests by date range using the calendar menu in the upper-left. You can also search for specific borrowers or documents by name using the text boxes and the “Search” button to the right, and you can reset the list to default settings by clicking “Clear”.

Like with “Uploaded Documents”, this list will show a link to the record of the client you sent the request to. You can then see their property address, the document you asked that they submit, the date and time you requested it, and when you would like it submitted by. You can delete individual document requests using the action menu to the right, or you can delete many at once using the checkboxes to the left and the button above the list.