From your client's buyers profile, you can update the following information:
Update their buyer profile information: contact information, favorite markets, language preferences, and the estimated price point.
Add a pre-qual: Loan amount, downpayment, max price point, estimated rate, term, loan type, expiration date (MM/DD/YYYY).
UPDATE BUYER PROFILE
To find your buyer, select Clients from the top right of your navigation bar, then select Buyers:
Once there, you can search and select your client to view their profile and make necessary updates:
Click on the blue pencil next to the buyer's name to update their information:
Next to the Pre-Quals section, select the +Add Pre-Qual button as illustrated below:
Checkmark to denote if This is a Pre-Approval. You'll also need to click to "acknowledge that the above Pre-Qual information aligns with formal documentation provided to this client, in accordance with my company's compliance regulations."
Once done, click the Add Pre-Qual button to save.
Once the prequalification information is added, the buyer's report will live update to reflect their loan information:
Have questions or need additional support? Please send us a chat using the pink message icon in the bottom right-hand corner!