Modules – Chapter Page

The BNTouch CRM is packed to the brim with helpful tools, but did you know that you can get even more out of your CRM? BNTouch offers several optional modules that you can use to add specialized features and additional functionality to your system. These range from additional databases to handle new employee recruitment, new options for marketing via voice calls, text messages, mailers, and postcards, and even the ability to design your own website for your mortgage business.

To see what add-on features are available for your CRM, just open your user menu in the upper-right corner of the screen when you log in. Click the “Modules” link, then hover over the panels there to explore the new features available. Please note that the “Modules” link will only display for Administrative users; if you do not have this level of access in your CRM, please contact your Administrator to enable modules for your account.

For each module, you can view pricing details, demonstrational videos and images, and support material by hovering over the panel for that module. You can enable a module by clicking the “Activate Module” button, which will change to a “De-Activate Module” button once you have done so. Please remember that some modules do come with additional costs for your BNTouch account, either on a per-use basis or in addition to your monthly subscription, and that these fees may be added to your invoice when you enable the corresponding modules.