Dashboard – Alerts

Your BNTouch Dashboard is organized into several sub-tabs, each containing useful tools and information.

The “Alerts” sub-tab will keep you up to date on any upcoming birthdays, loan anniversaries, and refinance opportunities for your clients and partners.

The first two panels in the “Alerts” sub-tabs will show annual events for your clients and partners, including “Upcoming Birthdays” and “Anniversaries”. 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 basic record and contact information will display for each entry.

Actions can be taken directly from these lists using the icon to the right, including options to contact the relevant people by email, video, text message, or mailed postcard. You can also make notes in the Record Tracker for that client or partner in your CRM using the “Add Tracker” link. Once you have contacted the person, you can remove the entry from these lists by clicking “Done”.

Below, the Refinance panel will appear. Current refinancing rates can be set in the “Refinance Monitor” tab 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. You can filter records by assigned user with the “Display” menu in the upper-right, and you can use the checkboxes to the left and buttons below the list to either dismiss alerts for the checked records temporarily or send an email to those clients.

Like the panels above, you can open client records using the blue “Name” links”, contact borrowers using the “Actions” icons, or add CRM tracker events by clicking “Add Tracker”.

The second tab in the Refinance panel allows you to access the Rate Refinance Miner. This tool lets you update current rates for various loan types, then searches your client database for borrowers that could benefit from refinancing and alerts you here. You can learn more about this helpful feature by watching our “Rate Refi Miner” training video.

Below, the “Listed Properties” panel will alert you regarding new property listings by searching the Mailing and Property Address fields of your records and matching nearby recent listings. These will be added directly to your Dashboard Tab, allowing listing agents for these properties to be quickly added as new partners.

To learn more about this new feature, please watch our “Listed Property Watch Alerts” training video.