Mortgage CRM Daily Dashboard for Loan Officers | BNTouch Walkthrough

Описание: 31-min walkthrough of the BNTouch command center for loan officers — daily dashboard, status-based campaigns, the intelligence alerts module, property sites, and connecting BNTouch to social media for inbound DMs and posts.

In this webinar:
0:00 — Command center / daily dashboard overview
1:00 — White Glove statuses (hot/warm/cold) vs custom; setting tasks for hot status
2:00 — Self note on a task + linking the borrower record
3:00 — Mortgage trigger: status equals hot → starts campaign
4:00 — Daily tasks; three places to check often
5:00 — Tasks as your assistant (reminders so nothing slips)
6:00 — Birthdays and refinance monitor (2 weeks ahead)
7:00 — Update rates with national averages + notification settings
8:00 — Dialing in rate alerts so the right opportunities surface
9:00 — Templates: White Glove has them; building your own
10:00 — Send video email / video SMS / text from a record
11:00 — Marketing templates tab for recurring requests + welcomes
12:00 — Meta tags pulled from LOS + contact record fields
13:00 — Where data comes from + how to populate gaps
14:00 — Reach out to a borrower with "great alert" template
15:00 — Fire emails one at a time using templates
16:00 — Intelligence tab + new alert types: capital gains for dual borrowers, high LTV
17:00 — Pre-built campaigns: low balance follow-up
18:00 — Listed properties + equity alerts (rolling out February)
19:00 — Address-based listed properties; dismiss false positives
20:00 — Borrower portal + transaction history pulled in
21:00 — Property sites: landing page + lead capture
22:00 — MLS data + QR code for property sites
23:00 — Property sites + open-house forms
24:00 — Social media tab: Facebook, Instagram, Twitter, LinkedIn + mortgage news feeds
25:00 — Short close congratulations post
26:00 — Web forms with automatic replies for inbound social messages
27:00 — Facebook DM form + groups
28:00 — Auto-reply with link to your contact form
29:00 — Form duplicate logic + email step
30:00 — Build the campaign + trigger
31:00 — How to set up website code instead of link

See BNTouch features → https://bntouch.com/mortgage-crm/
Book a 15-min demo → https://bntouch.com/request-demo/

[BNTouch related guide]
Use this mortgage CRM dashboard setup guide to define work queues, ownership, metrics, and review cadence before adding another report: https://bntouch.com/mortgage-blog/mor...

This walkthrough shows a daily dashboard and task setup tied to contact-status categories. It is a workflow demonstration, not a universal configuration or operating process for every team.

Schedule a BNTouch demo: https://bntouch.com/request-demo/

#MortgageCRM #LoanOfficer

[Further BNTouch workflow reading]
Use this mortgage lead-management CRM guide to review source context, accountable ownership, next action, record quality, and exception handling with representative records: https://bntouch.com/mortgage-lead-man...

For source-channel review before judging a lead channel, use: https://bntouch.com/mortgage-blog/mor...

These links are evaluation frameworks. They do not establish current product behavior, commercial terms, channel quality, or results for another organization.

Schedule a BNTouch demo: https://bntouch.com/request-demo/