Administration – Loan Portal Tab

Loan Portals are customizable, client-specific websites that your borrowers can use to stay involved in the mortgage process. You can configure the tools and options available in these portal sites uniquely for each user in your BNTouch CRM. In the User Menu in the upper-right corner of the screen, click “Administration,” then open the “Loan Portals” tab. Only administrative users can access this area of the CRM; please contact your administrator if you need help and do not have access.

Here, you’ll see a list of all users for your BNTouch account sorted by name. For each user, a series of menus and fields will appear in a row to the right. These options will allow you to configure the default settings for each user’s portal sites created for their borrowers.

First, the “Email Notifications” menu allows you to choose whether the user will receive an email whenever a client submits feedback to them via their portal site.

Borrowers will need to follow a secure link to access their Loan Portal; if you want a user’s portal sites to also require a password to access, choose “Yes” in the “Password” drop-down menu. Borrowers can then use either an individual password sent to them by the user or the last four digits of their Social Security Number to log into the portal. If you want the user to have a default password their borrowers can use to log in, you can enter one here. Borrowers can then use either their individual password, the default one, or their four-digit number to access their portal.

The next set of menus can be used to determine what sections of the Loan Portal will be available for that user’s clients.

“My Status” will allow borrowers to see what step of the loan process they are at in your CRM. If you want only specific loan stages to be visible to the client, you can select them using the checkboxes in the “Stage” drop-down menu.

“My Property” will allow borrowers to access market analysis information about their mortgage property, and “My Documents” will let them see documents you’ve requested of them and upload documents to submit. If E-signing is enabled for your account, the client will be able to see the status of their electronic signature. “Refer a Friend” will enable borrowers to refer their friends as new leads directly from their Loan Portal.

The “Loan App” menu will give clients access to an online 1003 Loan Application that they can start, save progress as they complete the form, and submit to your CRM when finished. If enabled for the account, the borrower can also chat with you while completing the loan application.

The “Custom News” and “Custom Welcome” options apply only to legacy users of our previous portal sites. These settings allow you to set default messages for when borrowers access their portal sites or check for mortgage news. If enabled, you can enter the text the clients will see into the “News Text” and “Welcome Text” fields to the right.

If you make any changes to fields on this list, they will only be saved if you click the “Update Information” button below. If you cannot see all of the fields in this list, you can use the scroll bars to change which fields display; the username and account type will still be visible when you do so.