BNTouch Borrower Portal: Personalized Mortgage Hub for Clients

Описание: The BNTouch Borrower Portal is a personalized mini-site you generate for each client so they can track their loan, see your communications, complete their 1003 application, sign documents, and access files. This 12-minute walkthrough covers every section.

In this video:
0:00 — What the Borrower Portal is and how to invite a client
1:00 — Sending invite links and resetting passwords from inside the record
2:00 — Mortgage info, communication log, and the client-side dashboard
3:00 — The portal AI assistant for client questions about loan terms
4:00 — The 1003 application section (save and resume without losing progress)
5:00 — Document storage, e-sign, and the file toggle (sign vs. read-only)
6:00 — Sharing specific documents from the record into the portal
7:00 — Refinance savings presentation page (admin must enable)
8:00 — Loan Contacts page showing every participating partner
9:00 — Contact-Us page with your call/message buttons
10:00 — Customizing the borrower view in Options → Borrower and Partner Portals
11:00 — Default login (last 4 of SSN) and per-borrower password overrides

Inside the section labeled "borrower and partner portals" in your Options tab, you control what borrowers see and how they log in.

See the borrower portal in action: https://bntouch.com/request-demo/