Administration – Chapter Page

For many mortgage businesses, different types of people will need different levels of access to critical information. Individual employees can also benefit from having a CRM that is tailored to their needs and organized in a way they can use effectively. In the BNTouch CRM, each person in your business will have a separate User Account with which they can log into your CRM. The original user account for a company in an “Administrator” account, and this user will have access to an exclusive set of features used to customize other users’ permissions, roles, default information, preferences, and general settings.

To access the Administration section of your CRM, click the User Menu in the upper-right corner of each page, then click “Administration” from the drop-down menu.

This will show a list of administrative options divided into sub-tabs. Please note that changing values and settings in this section can have significant effects on how you and other users access, view, and use your CRM. If you don’t have access to this area but need something updated for your account, please contact your Administrator. They can log into BNTouch and enable or configure these options for you.