BNTouch – Listed Property Watch Alerts

Paying attention to local properties and their current listing status can be difficult at times; luckily, BNTouch is introducing Listed Property Alerts to keep you up to date.

·         New property listings will be added directly to your Dashboard Tab

·         Listing agents for these properties can be quickly added as new partners

·         Jump to relevant borrower records in your CRM

·         Receive regular email alerts with new property listing changes

Each morning at 7AM EST, BNTouch will automatically check for properties that match your mortgage database which have changed in MLS status. If any change to “Active”, “Pending”, or “Contingent” statuses, they will be added to your Listed Property Alerts.

You can see these newly updated listings in the Dashboard tab of your CRM. Just open the ‘Alerts’ sub-tab, then look for the new ‘Listed Properties’ panel below. Here, you’ll see a summary of matching borrower records whose Property Addresses match listings with new status changes. By default, you’ll see only “Active” listings, which include listings that now have the “Active”, “Pending”, or “Contingent” status.  Those that have updated to have a “Sold” or “Fail” status will be automatically moved to the “Inactive” tab on this list. You can also dismiss any of these listings from this summary using the checkmarks to the left and the button above the list; these will be moved to the “Dismissed” tab. If you wish to see all listings, regardless of status, click the “All” tab.

Above the list, you can find specific listings by searching for a property address or by entering a date range. Once you have entered the search criteria you would like to use, click the “Apply” button to filter the list below.

When you find relevant property listings, you can see the name of the listing agent for each one in the “Agent Information” column. If you click the icon to the right of an agent’s name, you can then quickly add them as a new partner in your CRM. Any information already available for the agent can be brought into the new record, including their name, email address, phone number, and company. This allows you to easily start new business with that partner and provide new options for your client. If the agent for the listing is already one of your partners, you can just click on their name to open their record in your CRM.

Further to the right, you can use the “Actions” menu icon to communicate with each borrower. Like elsewhere in your CRM, you’ll be able to instantly create the following from here:

·         Emails

·         SMS Text Messages

·         Pre-recorded Videos

·         New Video Emails

·         Postcards

You can also add notes to the client’s record in your CRM Tracker using the “Add Tracker” link, including options to share this information with borrowers and partners in their portal sites.

In addition to the new Dashboard Tab features, you can also get regular reports of new property listing updates to your email.

When we find new status updates for you each morning, BNTouch can send you an email summary of new listing changes near your clients. For each listing with a new status, you’ll get details about the property, including:

·         The property address

·         How long it has been on the market

·         The date it was listed

·         Its new status

·         The current listing number and price

Each listing will also include a link to the borrower whose property has been listed. You can then click either the borrower name or the button below to jump right to the client’s record in your CRM!