When creating a homeowner report, we use the loan information you provide and what we can 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, 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 loan information on behalf of your client, find them under the CLIENTS tab and click Edit:
Have questions? Send customer support a direct message using the pink icon at the bottom right corner of your screen.