General Navigation
Learn how to quickly get around Deal Details.
14 articles
- Getting Help with the Support HubGet instant answers, submit bug reports, and request features without ever leaving your current screen.
- Using Market Pulse to Track National Average RatesStay informed about current market conditions with real-time national average interest rates displayed directly on your Deal Details dashboard.
- How Property Cards are organizedNewly created properties and templates automatically appear at the top left of your screen, making your most recent work instantly accessible.
- Navigation BasicsLearn how to move around the software efficiently using built-in navigation instead of browser controls.
- Using the Education CenterThe Education Center is your go-to resource for learning Deal Details features, expanding your skills, and staying current with new product capabilities.
- Managing Deal Status and Pipeline OrganizationKeep your deal pipeline clean and organized by categorizing loans into active and inactive status, and removing outdated prospects when needed.
- Filtering with Search OptionsQuickly locate any property, deal, or scenario in your growing database using the built-in search filters instead of scrolling through long lists.
- Identifying Required Fields in Deal DetailsQuickly spot which fields need your attention using the Heavy Gray visual indicator system, so you can move through loan scenarios without missing critical information.
- Hiding Scenarios for Cleaner Client PresentationsSimplify what your clients see by hiding scenarios from view, so they focus only on the comparison that matters.
- Learning Deal Details by Recreating Closed TransactionsBuild confidence with Deal Details by recreating a recently closed loan using the actual Closing Disclosure as your guide.
- Using Bulk Add and Delete FunctionsSave time by selecting and managing multiple items at once instead of handling them one by one.
- Accessing Deal Details from Any DeviceAccess your mortgage practice from any computer, tablet, or phone with an internet connection using Deal Details' cloud-based platform.
- Understanding Session Timeouts and Auto-LogoutKeep your workflow uninterrupted by knowing how Deal Details manages login sessions and what to do when your session expires.
- Dashboard Navigation for Deal Details