When creating a home Digest, we use the loan information you provide and what we can find in public records.
If you do not provide loan data, we still pull from public records to fill in the gaps.
Any time from the digest, your client 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
How to edit loan details
To make changes to loan information on behalf of your client, navigate to their profile and click Edit.
How to add a mortgage and update the balance
To add an additional loan, navigate to their profile and click Preview client report and select their home address.
From there, click on Manage Home Loan on the left to add a loan, edit loan details, or update their loan balance.
Have questions?
Send customer support a direct message using the pink icon at the bottom right corner of your screen.