Mortgages – Borrower Task List

When you first log into your BNTouch CRM, you can use the Dashboard tab to get up-to-speed with your new leads, marketing campaigns, and daily tasks for your business. These reminders and alerts are important to make sure you are always staying current with client communication, so linking your tasks directly to borrower records can save you considerable time and effort. In the same way, being able to create new tasks while working in a client’s record ensures you won’t miss a call, appointment, or follow-up. When you set these reminders for yourself, you’ll be able to see what is on your plate whenever you log into BNTouch.

In the Mortgages Tab of your CRM, you open a client’s record by clicking their blue “Name” link. Here, the Tasks sub-tab will display any tasks that have been linked to that specific client’s record. By default, you’ll see any currently pending tasks that haven’t yet been addressed. You can instead see every task for a client by clicking the “All Tasks” link above the list. This will show even completed and canceled tasks.

For each task, you can see what user the task was assigned to and created by. The “Performed Date” will show the day and time when the task is scheduled for. Tasks that are pending or have already been acted upon will appear in black, while ‘missed tasks’ will appear in red. These “missed tasks” have passed their assigned date and have not been marked as complete or canceled.

Tasks will also show the marketing sequence of the client, a description added for the task when assigned, what type of event or communication the task requires, and the date the task was created.

You can click the “Description” link for a task to view contact information for the associated client. Here, you can also add internal messages to the task for your own reference. If you do enter any text to the custom message log, be sure to click the “Save” button to confirm your changes.

Pending tasks on the list can be rescheduled, marked “Done,” canceled, or assigned to different staff members using the action icon to the right. Rescheduling will open the Edit Task screen and allow you to enter a new date and time for the task. Choosing “Done” or “Cancel” will update the status for the event and replace the action icon with that status. The “Assign” option will let you send the task to a different user in your account, which you can choose from the drop-down menu.

New tasks can be added for a borrower by clicking the “Add Task” button. Unlike tasks created directly from your Dashboard calendar, tasks created here will automatically link to the client record you are working in. This means that clicking the task in the Dashboard Tab will automatically open the record in the Mortgages Tab.

When you add a new task, you can first choose what user the task will be assigned to. Next, the date and time of the event can be set. You can either type a date directly into the field or use the calendar navigator to select a date.

After that, choose what type of contact needs to be made with the client for the task. If you wish to set a pop-up reminder in your CRM for the event, you can determine how early you will be notified before the start time. You can also choose to send the client a reminder email for the event in the same way.

If the event needs to be repeated on a regular basis, you can choose the repetition interval in the “Recurrence” menu. Below, you can enter any details you need to be reminded about in the “Description” field. This is what will appear in the calendar event box in the Dashboard Tab and in the client task list in the Mortgages Tab. Lastly, you can choose a color to use for the event in your calendar.

To save the event, both to the client’s record and your Dashboard calendar, click the “Add” button below.