How to Update Loan Data

Learn how to edit, update, add, and delete mortgage information.

Erica Stern avatar
Written by Erica Stern
Updated over a week ago

When creating a homeowner digest, we use the loan information you provide and what we find in public records.

If you do not provide loan data, we will still pull from public records to fill out their report.

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.

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