Initial Training – Mortgages Tab

The Mortgage Record List in BNTouch provides a detailed, easy-to-navigate database of your borrowers. All records in your BNTouch CRM, whether added manually, generated from a borrower portal, or imported to your system, will be listed here. To access this list at any time, simply click the Mortgages Tab at the top of your screen.

The Mortgages tab contains a large amount of information; to find the data you need, you can change the View Setting using the buttons in the upper-right. These include the Marketing Sequence Pipeline View, Group View, and Custom View.

To see the flow of your business as leads progress into funded loans, click the Pipeline View button. In this view, records will be sorted into tabs at the top of the screen according to the stage that the borrower is currently at in the mortgage process. Clicking any of the stage names will show all borrower records that are at that stage.

Alternatively, you can view borrower records according to customized groups using the Group View. Instead of listing records by status in the mortgage pipeline, this view will display records organized into various groups. Clicking any of the group names will show all borrower records that have been added to that group. Your loans will still be in the appropriate marketing sequence; the Group is an added modifier for your company’s organizational purposes.

The Custom View allows you to sort your borrower records by fields of your choosing instead of by group or marketing sequence. This view must be configured before it will display any records; to do so, simply click the “View Settings” button in this view. Here, you can choose which record field will display in the Custom View using the drop-down menus. When finished, click “Apply to Custom View.” Once saved, you will be able to click any of the field titles to view records that match the selected value for the custom field.

Borrower records can be added to your BNTouch CRM in many ways. Some are automatic, including importing a ‘.csv file’ from a previous CRM database, retrieving leads from a synced LOS system, or submitted directly from partner portals. You can also add records at any time by clicking the plus sign to the right of the Mortgages tab. Records can be imported from a Fannie Mae 3.2 or 3.4 file by clicking the “Import FN3.2” button. When importing records, make sure each file has a unique File Name.

When adding new records, you can include as little or as much information as you like. You can add the new record to any relevant groups using the drop-down menu at the top of the page, and new groups can be created using the “Manage Groups” button. When finished entering borrower information, click the “Add Record” button to create the new borrower record.

No matter which view is used, several options will be available for each list of records in the Mortgages tab. Depending on your access privileges in your company, this list will show either all records in your CRM or those specifically assigned to you. The list of records can be reordered by clicking on any of the column headers. Any new records that haven’t been opened yet will appear in bold. Individual records can be opened and edited by clicking the borrower Name. More options are available when editing a record than when initially creating the record; you can learn more about these options in the next Initial Training article, “Mortgage Records.”

Actions can be taken on multiple records at once by using the checkboxes to the left and the buttons above the record list. These include printing labels, sending emails, starting or stopping marketing campaigns, assigning records to other users, and moving, merging, or deleting records.

You can search for any information in any record in your borrower database by clicking the magnifying glass icon next to the Mortgages tab. By default, your last search criteria will automatically appear when you start a new search; if you want to reset these criteria, click the “Clear Search” button.

To choose between the categories of search criteria, click the category names in the list to the left. More categories can be shown by clicking “More” at the bottom of the list. The checkboxes to the left can be used to select frequently-used categories that will appear on a short list when you click “Less” below.

When searching using any date-based criteria, you can either manually enter date ranges, choose them from a calendar by clicking the calendar icons, or choose a dynamic range from the drop-down menu to the right.

 If you search for similar sets of information using the same criteria frequently, you can save these criteria as a Report by entering a name in the box below the search and clicking “Save As Report.” Once saved, you can quickly search for the same criteria later by choosing the Report from the drop-down menu and clicking “Load Report.”

Several search options and criteria can be selected using the checkboxes to the left. Choose what parts of your CRM you want to search and enter the search terms in the boxes to the right. When finished, click the “Search Records” button. The search results will display in a list with the same options available as the Mortgage Record List. Additionally, you can download the currently displayed or full search results as a ‘.csv file’ using the buttons above the list.

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 delves deeper into the Mortgages Tab and shows you the multitude of options available when editing Mortgages 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.