Whether a client has requested a CMA or you'd like to edit the home value (without a client requested CMA), this can easily be done from within your client home dashboard.
To directly enter a new home value, open the client home dashboard and click on "Have you done a CMA recently?"
The following screen will appear for you to enter the new value and save!
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Updating the home value from a client-requested CMA is slightly different, but still very easy! As a loan officer, attain the new home value by emailing a real estate agent (use "Email Agent" button). Complete Step 2 by clicking "Enter Value" and save (same method as above). As a real estate agent, you are able to skip Step 1 and directly enter the new value.
