We consider clients Motivated for a Refi when they match the following criteria:
Their loan was originated more than 6 months ago
Their monthly payments would decrease if they were to refinance
They interacted with the Refi Module or requested a Mortgage Coach TCA
Where to find Motivated Clients
When your client meets the criteria above, they'll be auto-added to the Motivated to Refi Key Client List under the Timely Opportunities category on the CLIENTS tab. If you don't see the Motivated to Refi card when you click on Timely Opportunities, you do not have clients that meet the criteria.
