Mobile App – My Stats

While working with partners and communicating with mortgage clients is vital to your business, sometimes you need to take a step back and review your own performance. In the BNTouch Mobile App, your most important business statistics are always available when you first log in. Whether you want to compare recent months and years to previous ones, keep track of which lead sources are providing the most bang for their buck, or monitoring your conversion of leads to funded transactions, you can always check on your business in the “My Stats” section of your app.

When you first log into the BNTouch app, the “My Stats” screen will open by default. If you are coming back to the app after using your mobile device for other purposes, you will be returned to whatever section of the CRM you were accessing when you left. You can always open this section later by swiping from left to right to open the menu, then tapping “My Stats”.

The “My Stats” part of your app is separated into three sections that you can navigate between using the icons at the bottom of your screen. You can also update the information shown in any of these sub-sections by tapping the “Refresh” icon in the upper-right corner of the screen.

By default, the “Statistics” screen will show when you first open “My Stats”. This page lets you compare the current and previous month and year in several ways, with recent values marked in orange and previous values in black. For “Funded Loans” and “Cancelled Loans”, you can see the number of that type of loan as well as the total value of those loans in parentheses to the right.

Below, you can also see how many new leads you have collected via all sources and specifically through Loan and Partner Portal sites.

The second section of “My Stats”, “Top Sources”, lets you see exactly where each of your leads are coming from and which sources are performing the best. At the top of the screen, you can use the “Monthly” and “Yearly” tabs to see how your lead sources compare during those times.

Below, a separate entry will appear in the list for each unique source that generated at least one lead during that period. These can include those you enter yourself in the CRM, leads referred to you by clients and partners via portal sites, referrals from other collection points, entries from the BNTouch Website form, the online 1003 loan application, and more.

Each unique source will display how many leads it generated in the chosen time period, how many more or less that is from the previous month or year, and the number of leads that source collected in the previous time period for comparison. Red and green arrows will indicate sources that have been performing better or worse during the current period compared to previous date ranges.

The final section of “My Stats” details the progression of your leads through the marketing pipeline. In the “Conversions” section, you will see a bar graph that displays the number of mortgage records you have for each stage in the pipeline, starting with “Lead” and progressing through “Prospect”, “Application”, and “In-Processing” before hopefully reaching “Funded” status. “Long-term Follow Up” and “Cancelled” loans will also be tallied here.

Below, you can view each marketing stage along with a count of records in that stage, the total value of loans in that stage, and the conversion rate from the previous stage.

This section of the “My Stats” screen can also be filtered to provide a more detailed breakdown of your lead conversion. When you tap the “Filter” icon in the upper-left corner of the screen, you can restrict the statistics displayed by a specific source or within a particular date range. You can also choose whether you want the bar graph to tally the “Count” of unique records for each stage or the total “Amount” of loans in the stage. Lastly, you can enter search terms in the “Keyword” box to only show matching values. When you tap “Apply”, the conversions chart will update with your new filter settings.