Client Portal
Video guides
A short video for each part of your portal, about a minute each. Sample details shown; your portal shows your own file.
1 minA tour of your portalSigning in, finding your way, and adding the portal to your home screen.
50 secSending your documentsWhat's needed, how to send each one, and what happens once it's in.
36 secApplication StatusWhere your file is, and every step it has taken so far.
36 secYour teamYour broker, realtor and lawyer, and keeping your realtor posted.
1 minMy QualificationTry a price and a down payment, and see where you stand.
54 secMortgage OptionsThe options side by side, payment frequency, and the schedule.
53 secAffordabilityHow each home you've asked about fits, and the cash to close.
28 secFiles from your brokerWhere to find, and keep, anything your broker sends you.
33 secMy MortgageYour balance, renewal date, details and equity, at a glance.
33 secYour monthly reportYour home's estimated value, equity and balance, each month.