Mortgages – Chapter Page

The Mortgage Record List in BNTouch provides a detailed, easy-to-navigate database of your borrowers. All records in your BNTouch CRM, whether added manually, generated from a borrower portal, or imported to your system, will be listed here. To access this list at any time, simply click the Mortgages Tab.

Borrower records can be added to your BNTouch CRM in many ways. Some are automatic, including importing a ‘.csv file’ from a previous CRM database, retrieving leads from a synced LOS system, or submitted directly from new leads via partner portals. You can also add records at any time by clicking the plus sign to the right of the Mortgages tab. Records can be imported from a Fannie Mae 3.2 file by clicking the “Import FN3.2” button. When importing records, make sure each file has a unique File Name.

When adding new records, you can include as little or as much information as you like. You can add the new record to any relevant groups using the drop-down menu at the top of the page, and new groups can be created using the “Manage Groups” button. When finished entering borrower information, click the “Add Record” button to create the new borrower record.

No matter which view is used, several options will be available for each list of records in the Mortgages tab. Depending on your access privileges in your company, this list will show either all records in your CRM or those specifically assigned to you. The list of records can be reordered by clicking on any of the column headers. Any new records that haven’t been opened yet will appear in bold. Individual records can be opened and edited by clicking the borrower Name. More options are available when editing a record than when initially creating the record; you can learn more about these options by watching the “Mortgage Records” training video.

Actions can be taken on multiple records at once by using the checkboxes to the left and the buttons above the record list. These include printing labels, sending emails, starting or stopping marketing campaigns, assigning records to other users, and moving, merging, or deleting records.