Options – Third-Party Integrations

BNTouch offers many helpful tools and services for your mortgage business, but we also work to integrate with other companies and programs to facilitate your needs. In the “Third-Party Integrations” section of the Options Tab, you can easily setup and manage the connections between your BNTouch CRM and other services.

At the top of the page, a series of sub-tabs will appear for each third-party service that can integrate with BNTouch. To configure any settings for a service, simply click that tab.

If you use Zillow for viewing and searching home information, you can connect your account to automatically send comparative listings, property averages, and more details about homes to your clients. Use your personal and company “ZWSID” in the fields below, then click “Save Changes” to connect the accounts. If you aren’t sure of your “ZWSID,” click the link.

You can use the listed meta-tags to automatically pull relevant information from Zillow. To learn more about meta-tags, please watch our “Meta-Tags Listing” video in the Options Tab series.

If you use Fonality for voice communication service, you can enter your VOIP server information for use in BNTouch. Enter the URL, server ID, extension, username, and password, then click “Save Changes” to connect the accounts. Once connected the “Integration Status” indicator will change from red to green.

If you use RingCentral for calling services, you can have your text and call records appear in your BNTouch tracker as events. To connect your accounts, check the “Enable Click-to-Call” box, then click the “Login” button at the bottom of the page.  Enter your credentials in the pop-up window that appears and follow the instructions provided.

The PhoneBurner Module can be used to automatically make calls, leave pre-recorded messages, and update your CRM tracker as events. In order to use this service in your BNTouch CRM, you will either need to create an account with PhoneBurner on their website or contact BNTouch support to set up a billing account for you. To do so, open the User Menu in the upper-right corner of your screen and click “Submit a Ticket”.

If you have activated this service, your account can be logged out of PhoneBurner from here. When a set of records is launched from BNTouch to PhoneBurner, a prompt will allow you to log into the service.

If you use LendingPad to originate loans online, you can connect your account to create those loans from within BNTouch. You will need to enter your Company Key and Campaign ID; these can be found by contacting your LendingPad representative. Use the radio button above to enable or disable the ability to sync information to your LOS with a button. Lastly, if you have multiple user accounts with BNTouch, you can set unique LendingPad Campaign IDs for each by clicking the “Set User-Specific Campaign IDs” link. Be sure to click “Save Changes” after entering any information. Additional setup is required to sync your account with LendingPad; please contact BNTouch support to help complete the process.

The Quick Quotes feature available in partnership with Optimal Blue lets you easily request quotes for your clients from within your CRM. You can enable or disable this functionality here using the “Yes” and “No” radio buttons. You will also need to create an account with Optimal Blue on their website and contact their support to enable the feature for your BNTouch CRM.

Once your Optimal Blue account is linked, you can then set specific channel IDs for each of your CRM users by clicking the “User-Specific Originator and Business Channel IDs” link. Enter the Originator and Business Channel ID for each user in the matching field, then click “Save Preferences”.

You can learn more about using this feature by watching the “Quick Quotes with Optimal Blue” training video.