Learn the Basics
Become a Deal Details savant in less than 48 hours
15 articles
- Your Deals Tab
- Managing Client Contacts
- Loan Templates – Industry Standards
- Creating Multiple Loan Scenarios and Comparisons
- Changing Loan Program
- Property Tax Information in Property Cards
- Creating an Existing Location Property Card
- Creating a New Construction Property Card
- Creating a Specific Area Property Card
- Client Communication Templates
- Refinance Property Card
- Creating A Refinance Deal and Refinance Scenario
- Creating a Refinance Existing Scenario
- Creating A Refinance Loan Comparison
- Creating Loan Comparison TablesPresent multiple loan options side-by-side so clients can easily compare payments, terms, and breakeven periods in one clear view.