Partnerships – Chapter Page

Each of your partners will have a unique record in the Partnerships tab of your BNTouch CRM. Partners can be anyone who works with you in your transactions for mortgage clients, including listing agents, buying agents, escrow officers, CPAs, insurance agents, and more.

Partner records can be added to your BNTouch CRM in many ways. In addition to importing records from previous CRMs via ‘.csv files,’ you can also add records at any time by clicking the plus sign to the right of the Partnerships tab.

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 partner information, click the “Add Record” button to create the new record.

No matter which view is used, several options will be available for each list of records in the Partnerships tab. 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 Partner Name.

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 records, sending emails, starting or stopping marketing campaigns, assigning records to other users, and moving, merging, or deleting records.