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How do you determine if someone is motivated to refinance?
How do you determine if someone is motivated to refinance?

Motivated to Refi Key Client List explained

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

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.


Learn about all Key Client Lists and how to understand client engagement in THIS help article.

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