When creating a Home Digest, we use the loan information you provide (optional) along with data available from public records.
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
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.
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.