Mortgage Files
By Jarrett1 author21 articles
- Advisors tabAssign the advisor, realtor, lawyer, and other partners on a mortgage file, and choose who the client sees in the portal.
- AI Underwrite tabThe AI Underwrite tab is not available yet, so review the application, documents, and compliance items instead.
- Application tabReview and edit the Broki application on a file, check it is complete, remind the client, or send it to Velocity or Finmo.
- Collaborators tabShare one mortgage file with a connected organization and see which tabs that organization can open.
- Communications tabThe Communications tab on a mortgage file is not available yet, so email the client from Actions or the sidebar.
- Compliance tabHow to add, fill, and send compliance documents on a mortgage file, and see what the client already signed.
- Creating a new mortgage fileCreate a mortgage file from the pipeline with Create in Broki, or import one from Velocity or Finmo with Pull file.
- Documents tabRequest documents from clients, review their uploads, and approve or flag each file.
- E-sign tabSend PDFs for signature, track who has signed, and download the signed documents.
- File details tabView and update the mortgage amount, rate, term, lender, contacts, and closing date on Mortgage Summary.
- Logs tabSee who changed what on a mortgage file, filter the activity, and export a spreadsheet.
- Notes tabWrite notes on a mortgage file, mention teammates so they get an email, and attach files.
- Opening a mortgage fileOpen a mortgage file from the pipeline or search, then complete, archive, restore, or delete it from the header.
- Pipeline tab on fileSee where a mortgage file is in your pipeline, move its stage, and set the client timeline.
- Referrals tabRecord who referred a mortgage file and see how it adds to that contact's lifetime value.
- Task Hub tabAssign tasks, track lender conditions, and complete checklists on a mortgage file.
- Application signing flow (BC MSA and consent)How you sign the consent forms and BC Form 1A in the application, or later from the link in your email.
- Filling out the Broki applicationWhat to fill in on each step of the Broki application, what is required, and the message you see if something is missing.
- Broki application client flowWhat your client sees from the application link through submit, and when they land in the portal to upload documents.
- Homeowner hub and portal resourcesBuild a homeowner report on a funded file and email it now or every month.
- Presentation HubBuild mortgage scenarios and offers, and publish a qualification calculator for your client.