Quick Start – Chapter Page

Thank you for visiting the online manual for the BNTouch Mortgage CRM. If you have just started using our product, this is a great place to begin learning about the tools and features available in your new CRM.

If you would get a general view of the CRM by taking a ‘tour’ of the system, check out our “Quick Start” articles and videos. Here, we will show you the basics of BNTouch, letting you see how you can it to improve your mortgage business.

If you would instead like to learn all of the ‘in’s and ‘out’s of your new CRM, you can just right into our “Initial Training” series. Here, we go through each of the tabs in our system, highlight the tools and features found on each page, and explain how they can be used to improve your daily workflow.

If you have questions while using any feature in your CRM, look for the Video Icon in the upper-right corner of your screen. Here, you can find links to video training that focuses on features present in the page you are currently viewing.

You can also check out our training video library and read more from our online manual. You can access these at any time in the user menu in the upper-right corner of your screen. Under “Training and Support”, you will find links to our web manual, live training webinars, our YouTube channel, and methods to contact our support technicians.