Skip to main content
All Collections6 Step Advice ProcessReviewing & Monitoring
Adding Existing Mortgage Products to a Profile
Adding Existing Mortgage Products to a Profile

Adding and updating your client's current mortgage products

Erica Danielson avatar
Written by Erica Danielson
Updated over 2 years ago

In this article you will learn:

  • How to add a mortgage product manually to a profile


1. Go onto the client's Profile:

2. On the left hand side of the Profile, find the Products box:

3. Click 'Add Product' and select 'Add Mortgage':

4. Fill in all the details for the current loan and click 'Done' once you've finished:

This loan will now be saved to the Profile and you will be able to view it on your client's Profile, as well as on the Product dashboard.

Did this answer your question?