Your Dashboard

Modified on Thu, 22 May at 6:30 PM

Welcome to Realfinity! Upon logging in, you will be taken to the User Dashboard. From there, you can:

  • Track Client Activity: View detailed logs of your clients' platform activities, including those co-branded with Realtors.
  • Access Client Profiles: Access and manage detailed profiles for each client, ensuring all information is up-to-date and easily accessible.
  • Quote Rates and Manage Loans*: Provide timely quotes, lock in rates, and manage loan applications.
  • Mange Your Profile : Update your profile, get embeddable links, and invite CoBranding Agents

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