Partner Portal allows you to update and collaborate with every participant of the loan. Portal comes with our CRM system and provides a personalized space for each partner to review latest information about loan processes they participate in, leave comments, submit new referrals and more. Partner Portal saves tremendous amount of time for our subscribers by cutting down the number of phone calls they have to make each day.
Mortgages Overview
Mortgages Overview
Partner can access a full list of mortgage transactions that he/she participated in. Partner can review client's contact information, comments that were made during the transaction and current loan status.
One Click Log Share
One Click Log Share
With just one click you can update on the status of your loan or share important information with all or selected number of loan participants. System will email each of them a direct link to their Partner Portal's proper page.
Submit New Lead/Referral
Submit New Lead/Referral
Partner can submit new leads/referrals right into your CRM system. Partner will be automatically attached as a participant and marked as one who referred you the lead. The lead record will be automatically available for them to track on their Partner Portal.
Feedback Monitor
Feedback Monitor
Partner can leave a comment on any loan process. That comments goes straight into your CRM and attaches to the loan's record.
Review Personal Info
Review Personal Info
Partner can review their contact information you have in your CRM system. They can request to update that information to keep it up-to-date.
One Click Portal Access
Portal does not require your partners to remember login and passwords.
Partners can access Partner Portal through encoded link you send them from
your BNTouch account.
