Loan information is pulled from public records and unless included when you added in your clients. Any time from the digest, you or your client can:

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 on Your Current Mortgages to the left:

Click on any of the blue fields to make relevant changes:


EDIT LOAN INFORMATION

Under the loan you'd like to update, select Edit loan details:

Once you've made the necessary changes, click the Save changes button, and your client's profile will automatically update to reflect the changes.


UPDATE BALANCE

Next to the loan, you'd like to update, select Update balance:

Once you've made the necessary changes, click the Save changes button, and your client's profile will automatically update to reflect the changes.


ADD A MORTGAGE

Under the loan you'd like to update, select Edit loan details:

Be sure to include the following information: amount, month and year, interest rate, loan type, term, monthly mortgage insurance.

Once you've made the necessary changes, click the Save changes button, and your client's profile will automatically update to reflect the changes.


DELETE LOAN

Select the loan you'd like to remove and then select Delete this loan:


Let us know how we're doing with a 😃 below!

Did this answer your question?