Client Loan Portal
We, at BNTouch Mortgage CRM work hard to provide the best marketing and communication tools for Mortgage Professionals. One of our unique communication web tools is Loan Portal for clients.
Client Loan Portal that comes with our CRM system provides a personalized space for each borrower to view latest information about their loan process. It saves time for BNTouch subscribers by cutting number of phone calls they have to make each day.
Portal becomes a place where each borrower can view status information, submit feedback or view latest information about their property.
Loan Status
Loan Status
Client will be able to see the status of their loan process with your comments on it.
Shared Log Records
Shared Log Records
Client will be able to see your shared log records (tracker items).
When you create a shared log record, system can automatically send notification
to the client about new information on their Loan Portal.
Feedback Monitor
Feedback Monitor
Client can leave a message that goes straight into your CRM and attaches
to the client's record. Submitted feedback also becomes available to the
client on Portal.
Zillow Property Information
Zillow Property Information
Client can view Zillow based up-to-date property information right on the Portal.
Property information includes estimated house value, averages in their area and more.
One Click Portal Access
Portal does not require your client to remember login and passwords.
Clients can access Loan Portal through encoded link you can send them from
your BNTouch account.
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Pricing & Features
Demo
Sign Up
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Zillow Updates
Send monthly or quarterly Zillow based updates to your clients with
property information, comparable properties,
city and zip averages and more.
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