General Navigation
Learn how to quickly get around Deal Details.
13 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.
Understanding Deal Details OrganizationNewly 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your deal pipeline clean and organized by categorizing loans into active and inactive status, and removing outdated prospects when needed.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.