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Selecting Mortgage Priorities

Sydney Ferguson avatar
Written by Sydney Ferguson
Updated over 8 months ago
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9 STEPS

1. Click on the mortgages tab

Step 1 image

2. Click on the mortgage you would like to set priority for

Step 2 image

3. Scroll down and click the edit button beside the current mortgage priority status

Step 3 image

4. Click the drop down menu next to the institution name you would like to edit the priority for

Step 4 image

5. Click the appropriate priority for the mortgage

Step 5 image

6. Click the drop down on the next mortgage

Step 6 image

7. Click the appropriate priority

Step 7 image

8. Once you've set the correct priorities, click save

Step 8 image

9. You will notice the mortgages have now changed positions in the upper right corner as well as under the general details of the mortgage

Step 9 image

Next step: Practice

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