Modules – BNTouch Website

Maintaining a presence on the internet is a requirement for any business today, and the mortgage industry is no exception. Modern web viewers will make decisions about your business within seconds, so you need to make your first impression a great one. BNTouch Website is an add-on module for your CRM that includes a fully featured, highly customizable, and easy-to-use website to represent your company online. You can build a site from our library of beautiful, pre-made templates, then customize each section and page to your liking. From within your CRM, you’ll be able to see detailed statistics and analytics about your site’s performance.

If you are an administrator for your account, you can enable BNTouch Website from the user menu in the upper-right corner of your CRM. To do so, open the “Modules” section, then scroll to the “BNTouch Website” panel. You can hover over the panel for pricing and support materials, and you can enable the feature by clicking the “Activate Module” button. Please note that this module has an additional cost that will be added to your monthly bill for your BNTouch CRM.

After BNTouch Website is activated, you will see extra option in your Options Tab titled “Website Manager”. When you open this page for the first time, you will need to enter some basic setup information for your new website.

First, you need to enter a domain name that visitors will use to access your website. Domain names are what you type into an internet browser to access any site on the web, and you can purchase a domain name for your own business from various online ‘registrars’ like GoDaddy, Google Domains, and the like. Once you have a domain name, enter the URL into the first field.

Next, enter a password for the administration section of your new website. You will use this password when you need to change pages or otherwise customize your site.

Lastly, select a template from our library to use for your new site. This template will determine the basic organization of elements in your site, but you will be able to customize the pages, links, and sections within each. You can see what any of these templates look like by hovering over one and clicking the “Preview” button, and you can confirm your choice by clicking “Select”. Once you are finished, click the “Save and Continue” button at the bottom of the page.

You will then be brought to the Website Manager page for your new website. This page will also now appear when you open the “Website Manager” link in the Options Tab. Here, you can check your website’s basic information and preferences, access the administrative features, and view current statistics for your internet traffic.

The first panel, “Preferences”, will show your website’s current online status, domain name, and admin username. You can remove this website using the “Delete Site” link, and you can show, hide, or reset your admin password using the provided links. Below, you can use the “Admin Panel” button to edit the pages, menus, links, and other features of your site.

To the right, you can see the template that you have selected for your site and choose a new one if you wish. Further to the right, you’ll find links to your website and support materials, your current monthly costs, and the date your website was activated. The first time you access this page, you will see the IP address for your new website listed here. You will need to copy this address and give it to your Domain Registrar in order to have your new Domain Name direct visitors to your website. Once you have this connection set up, this information will no longer appear in your Website Manager.

Below, you can find a list of domain registrars to use if you need to find a new Domain Name. You can also enable the Chat to SMS feature, allowing visitors to your website the ability to get in touch with you instantly.

At the bottom of the page, you’ll see various statistics about your website’s performance, including the number of unique sessions, users, and pageviews, how long the average user stayed on your site, and the rate at which users ‘bounced’, or left just after opening your website. You can hover over any graphs for more details, and you can see analytics for a specific time period using the “Date Range” fields above.

In order to add or change material on your website, you need to first open your Admin Panel using the button in the “Preferences” section of your Website Manager. Here, you will see a list of all pages currently active for your site. Many of these pages will appear by default based upon the template that you selected. For each page, you can see the URL addition, the menu option the page is listed under, the title of the page, and the name of the .html file. You can use the “Eyeball” icon to the right to view any page from this list, the “Pencil” icon to edit it, or the “Trash” icon to delete it.

Using the buttons at the top of the list, you can edit the admin name, user, and password used to login and add new pages to the list below. The “Edit Menu” button allows you to configure the drop-down menu structure present on each page of your website. Here, you can drag and drop menu categories using the carets to the left. Each page listed for a category will be shown connected to its menu option with a dotted line. You can add new pages to a menu category using the drop-down menus and the “Add” button, and you can remove these pages using the red “X” icon. To make a new menu option, add a new page using the “New Item” row at the top of the page. You can then re-order it among the other categories as before. Once you have configured the menu to your liking, be sure to click the “Save” button at the bottom of the page.

When you edit a page using the “Edit” pencil icon, you will see a text editor much like the one used for Campaign Steps and Emails in your CRM. Here, you can customize everything that will appear on that part of your website using text, images, forms, videos, links, and more. You can use the “Visual” tab here to edit the page normally, or you can use the “Text” tab to see and edit the page’s HTML tags. Below, you can change the page’s name in the menu and its title in the browser. When you are finished, be sure to click the “Save” button.

Whenever you edit the menu or pages in your Website Manager, you will see a red “Publish” button appear at the top of the page. This means that the changes you have made have been saved but not yet made public. You can edit several elements of your site, and when you are ready to make all of them available online, just click the “Publish” button to make all your changes live.