When creating a homeowner digest, we use the loan information you provide and what we find in public records.
Any time from the digest, you or 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
To make changes to the loan information added to your client's profile, search & select your client from the Homeowners tab:
Then, select Preview Digest from the client's profile:
Once there, select Manage Home Loan:
Click on any of the blue fields to make relevant changes:
Have questions? Send us a direct message by clicking the pink icon in the bottom right corner.