How to Set Up Equity Alerts in BNTouch Mortgage CRM

Описание: Equity Alerts automatically identifies refinance opportunities in your past borrower database. This short walkthrough shows the setup inside BNTouch — adding a new alert type with a name, active flag, and conditions.

In this video:
0:00 — Why automatic refinance opportunity detection matters
1:00 — Adding a new alert type: name, active flag, conditions
1:30 — Equity alerts interface

See refinance alerts → https://bntouch.com/credit-check-alerts/
Book a 15-min demo → https://bntouch.com/request-demo/