Options – Loan and Partner Portals

Your BNTouch CRM helps you with your mortgage business online through your internet browser. This isn’t limited to just you, however. You can give your mortgage partners each a unique website to manage properties and collect leads, and even your borrowers can use Loan Portals to communicate with you and complete their loan application. These portals have plenty of features and tools to make the mortgage process easier for everyone involved, and you have the ability to configure what options each client or partner has available in their portal site.

This article focuses specifically on the preferences and settings available for Portals in the Options Tab of your CRM. To learn more about each type of portal and how to use them, please watch our “Loan Portals” and “Partner Portals” training videos.

You can customize what you and your clients can see in the Borrower Portal and set up notifications for this feature in the Options tab of your CRM. Look for the section titled “Borrower & Partner Portals”, then click the “Client Loan Portal” sub-tab.

First, you’ll see options to receive a notification when someone sends feedback through one of your borrower portals and the ability to include portal login buttons on your forms and video pages. You can also choose to disable a client’s access to their Borrower Portal site after their mortgage loan is funded. This action will be taken when you update a client’s record with a “Funded Date” in the Mortgages tab.

If you want to send partner portal invites via email or campaigns in BNTouch, you can use the metatag displayed here. You can also set a default password protection for borrowers that open your portal invite links. By default, your borrowers will be able to log in with the last four digits of their social security number. You can choose to set a default password for all of your clients here, and you can always add an individualized password for a client in their record. Borrowers can then log in using any of these three options.

Below, you can choose which of the available sections will appear in your client’s portals. For each page in the portal, you can configure details like the Loan Status indicators to show, which participating partners to list, and what page to open by default. Lastly, you can choose to hide your cell phone contact information from the “Contact” button in the portal if you would prefer to only receive messages in your CRM.

When you are finished editing any of these options, be sure to click “Save Changes” at the bottom of the page.

As with Borrower Portals, you can customize Partner Portals in the “Loan and Partner Portals” section of the Options Tab. In this case, just click the “Partner Portal” sub-tab.

First, you’ll see options for weekly reports that can be sent to you or your partners. You can select days from the drop-down menus to the right, and you can even select what groups of partners you’d like the reports sent to. You can also choose to receive a notification when someone sends feedback through one of your partner’s portals and the option to include portal login buttons on your forms and video pages.

If you want to send partner portal invites via email or campaigns in BNTouch, you can use the metatag displayed here. You can also set a default password protection for partners that open your portal invite links.

Below, you can choose which of the menu sections will appear in your partners’ portals. You can also set customized text for the welcome message and news sidebar in these portals. Lastly, you can choose to hide your cell phone contact information from the “Contact” button in the portal if you would prefer to only receive messages in your CRM and whether notes from the Tracker can be shared with Borrowers and Partners.

When you are finished editing any of these options, be sure to click “Save Changes” at the bottom of the page.