Initial Training – Dashboard Tab

The first page you will see when you log into BNTouch is the Dashboard Tab. This page will help you understand and organize your daily tasks, and the information available here will help you build your business. You can access the Dashboard from other areas in your CRM at any time by clicking the “Dashboard” tab in the upper-left corner of the screen.

Your BNTouch Dashboard is organized into several sub-tabs, each containing useful tools and information. Most of these tabs will show a number to the right if any new information is available that has changed or been added since you last logged in.

The first sub-tab, “Quick View,” allows you to search through your records. Here, you can filter records by type, status in the pipeline, group, and age. Records matching your criteria will list below, and you can open any record by clicking the “Name” link. The “Actions” links to the right can be used to communicate with the contact or add an event to the record.

 “Loan Apps” will display a list of loan applications that your borrowers have completed using the BNTouch online 1003 form. This list can be filtered to show incomplete, complete, or dismissed applications, and any of the associated records can be opened directly by clicking the “Borrower Name.”

The “Leads” sub-tab provides a series of graphs and statistics representing your new and progressing leads. Various chart styles can be accessed using the “Lead Conversion” drop-down menu, and the data can be filtered by source or month. Any chart displayed here can be printed or downloaded using the context menu icon.

The “Docs” sub-tab can be used to review uploaded documents in your records. 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 document status, upload date, and file name using the menu at the top of the page; this can be used to easily find documents throughout all mortgage and partnership records.

The “In Processing” board will provide a graphical representation of your in-processing pipeline. As before, charts can be changed, filtered, printed, or downloaded. Below, records in process can be listed or displayed as reports.

The “Tasks” sub-tab will display three organizational tools: the Missed Tasks list, To-Do List, and Calendar. These panels can provide a concise summary of your daily tasks in BNTouch.

Any tasks that have been assigned to you elsewhere in the system and passed their deadline will automatically appear in your Missed Tasks list. Here, you can mark them as “Done” or cancel them outright using the checkboxes to the left and the buttons below. Tasks can also be rescheduled individually. If the Phoneburner module is enabled, you can send the records for any missed tasks to the dialer queue from this list.

The To-Do List is used to remind yourself to complete tasks that are not date-specific. New entries can be added and assigned a priority using the “Add Entry” tab. The list can be sorted and filtered by priority, and entries can be marked as “done,” canceled, or deleted from the list using the checkboxes to the left and buttons below. Multiple entries can be modified at once using the “Edit List” tab, and a full list of all To-Do entries can be accessed using the “History” tab. “Canceled” entries will still appear on this list, but “Deleted” ones will not.

The Calendar can be used to set up tasks and reminders for yourself. To create a new task, click the “Add Task” button or click an open time on the calendar. Choose who the event is for, enter the date, time, and type of event, and include a brief description. You can set a reminder to appear for the event, which can be one-time or recurring. Private tasks will only be visible by the user they are created for. When finished, click “Add Task” to save the event in the calendar. Tasks added to the calendar here will not be directly linked to a mortgage or partnership record; however, tasks created from the Mortgages or Partnerships tabs will be linked.

Days can be navigated using the arrow buttons, the “Today” button, or selecting a date and clicking “Show.” To edit a task on the calendar, simply click it. Any changes you make will save upon clicking “Update Task.” Tasks can be filtered by user or status using the drop-down menus. You can also sync your BNTouch calendar with other calendaring programs by clicking the “iCal” button, copying the link, and updating your calendaring program. This sync is one-way; external events cannot be imported to the BNTouch calendar.

The “Campaigns” sub-tab will show a summary of your current, pending, and recent marketing campaigns. This list can be updated using the button above, and campaigns can be canceled from the list using the checkboxes to the left and the “Cancel Selected” button. Campaign steps can also be sent directly from this panel; in this way, emails can be sent while still in “Safe Mode.”

“Assignments” will list any records pending assignment to you, whether sent to yourself or from another user. These assignments can be accepted, denied, or canceled here, and a history of your assigned records can be found below. Records cannot be assigned here; they can be assigned to you or others in the Mortgages or Partnerships tabs.

The “Alerts” sub-tab will keep you up-to-date on any upcoming birthdays or loan anniversaries for your clients and partners. These reminders are separate from any birthday- or anniversary-related campaigns. You can click any of the names here to access the corresponding records, and actions can be taken directly from these lists to contact the relevant people.

Below, the Refinance Monitor panel will appear. Current refinancing rates can be set here using the “Change” link. Each night, loans will be checked automatically and any clients in your records with rates above the newly-changed rate will be listed here.

The “Custom” sub-tab can be used to configure your own BNTouch dashboard. Panels from other Dashboard tabs can be found here, and these panels can be dragged-and-dropped, collapsed and expanded, and organized to fit your needs.

Finally, the “Calendar” sub-tab will display an expanded version of the calendar panel from the “Tasks” sub-tab. This can be useful for seeing an entire week or month at a glance, rescheduling appointments, and more.

Outside the “Dashboard” tab, additional convenient options are available to the right of your screen.

The “Recent Files” tab is a drop-down menu that will show the last few records that you’ve opened. This list is available wherever you are in the BNTouch CRM, and you can reopen any of these records by clicking the record name.

The “Reports” screen can generate informative reports of various information in your CRM, some of which can be exported or downloaded for your records.

The panel on the far-right side of the screen will show the latest relevant information in your BNTouch CRM. Clicking the clock icon will show the Tracker, a list of all recent events in your schedule. These results can be narrowed using the “Filter” checklist. The speech bubble icon can be used to see all communications you have sent or received from your clients, partners, and staff.

If you need to find anything in your BNTouch account, you can use the search bar in the upper-right corner to access records, campaigns, and much more.

If you can’t find what you’re looking for, you can access BNTouch support by clicking the user menu. Here, you can submit a ticket to our staff, view our training and support materials, or even invite your colleagues to join BNTouch!

To learn more about the tools, features, and options available in BNTouch, please continue with the rest of our Initial Training series. These articles and videos will walk you through each tab of your new CRM and show you common workflows you can use in your business. The next step in your Initial Training focuses on the Mortgages Tab, the database that contains all of your borrower records.

To learn more about any particular feature, check out our training video library and online manual. You can access these at any time in the user menu in the upper-right corner of your screen.