The Client Summary page allows you to manage your Client. They can have Deals and Loan Applications (coming May 2024!).

Client Details

Quick Actions

• Dashboard: Impersonate the Client and view the dashboard from their perspective. These are not recorded in the Activity Log.
• Send a Client Report: Immediately trigger the Client's monthly report
• Make Inactivate: Hides the Client and stops their monthly property reports
• Add Property
  • Owned
  • Prospect
• Start Loan File (coming May 2024)

Deals

Realfinity is designed for Clients to have multiple properties and pricing scenarios. Pricing scenarios are live rate quotes created by the Originator or system-generated.

Owned Properties

Owned properties allow Clients to track and use the equity in their properties.

Quick Actions

Public Record History Search the Country records for an existing loan   Reasons liens may not be located: - New loans may take up to 6 months to be recorded by the county and ingested by our public record provider. - The Client may be using a personal information removal service
Create Loan Manually Add loan if it's not found in the Public Record History search
Remove Property

Active Loans

Edit Loan Update the loan details if they are inaccurate or out-of-date.   This is typical if the borrower has made additional payments.
Remove Loan

• Explore refinance opportunities
• Create Pricing Scenarios

Prospect Properties

Prospect properties allow Clients to view public record data, making them more informed home buyers.

Quick Actions

• Retrieve Public Records
• Explore purchase loan opportunities
• Create Pricing Scenarios

Propertyless Scenario

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