When creating a Home Digest, we use the loan information you provide (optional) along with data available from public records.
This ensures that the Homeowner's Digest reports are accurate and up-to-date, providing valuable insights for both clients and agents.
This article explains how both you and your clients can view and manage home loan details.
How clients manage their home loans
From their Home Digest, your clients can:
Edit loan information: amount, date (MM/DD/YYYY), interest rate, loan type, term, and monthly mortgage insurance.
Update the loan balance: current balance remaining
Add a mortgage: include the loan amount, month and year, interest rate, loan type, term, and monthly mortgage insurance.
Delete a mortgage: remove old or duplicate loans For example, when editing loan information, clients can click the pencil icon next to the relevant field, make the necessary changes, and save their updates. If the system does not allow increasing the current loan balance or deleting an existing loan, clients can add a new loan with the correct balance and details to ensure accuracy.
How you can manage home loans
To make changes to the primary loan on behalf of your client, navigate to their profile and click Edit.
Use this function when the client requests updates to their primary loan details, such as after refinancing or correcting errors.
To add an additional loan or update the loan balance, follow the steps below:
Step 1: Find your client and click on their name to view their profile
Step 2: Click Preview client report and select their address
Step 3: Click Manage Home Loan to add a mortgage or update the loan balance
Have questions?
Send customer support a direct message using the pink icon at the bottom right corner of your screen and we'd be happy to help!