My Mortgages

Navigate to My Mortgages 

Go to the Workspace dropdown in the left-hand navigation and select My Mortgages. This new tab houses My Properties among other tools. 

Inside the My Mortgages tab, you’ll find four key views:

My Properties – shows all properties from public records plus any properties you've manually created. This landing page in My Mortgages serves as the primary action-oriented workspace for you to view, filter, and engage with all your properties. 

Public Transactions – your historical borrower data, immediately available without prior login or import. From this integrated data, you can export information or preview a Pathways Property page. For digest sending and other actions, return to the My Properties tab (listed above). 

Refinder –  identifies properties where you, as a loan officer, were the last known originator on record. This includes purchases, refinances, or HELOCs. MMI uses your NMLS ID to associate you with these past transactions. Even if you adjust property details (such as balance or interest rate), MMI still attributes the loan to you based on public data.

Prospects – highlights potential borrowers in your core market area, based on where you’ve historically done most of your business. These are contacts you've never worked with, but who recently closed loans in your preferred region and with similar loan types.

Winback – surfaces borrowers you’ve previously worked with who have since completed another mortgage transaction, like a HELOC, with a different loan officer. This presents a chance to win them back.

Review Past Transactions and Take Action 

• Transaction date, full address, loan type, loan amount

• Estimated balance, home value, and equity

• Primary borrower name, transaction type, agents, title company, and builder 

Preview the Borrower's Pathways Home Property Page
Simply click the Pathways icon next to their name to preview your client’s Pathways Home property page, a dynamic, branded webpage that shows their updated home value, equity insights, and built-in tools to explore refinance, renovation, or investment scenarios.

It's recommended that the admin configure a company disclaimer before sharing Property Pages. They can do this directly in Admin Center > Disclaimers. Pathways Home will display a default disclaimer on Property Pages with the following language, until one is established: 


 

Send Test Welcome Email
Click the Send Test (plane icon) to send a preview of the welcome email to yourself or a friend or colleague. This allows you to see how the information will appear in an email client and on a device. 

Send Welcome Email 
Click the Send Welcome button to send a personalized email inviting the borrower to view their Property Page. This email is fully white-labeled with your brand and colors, positioning you as the primary contact for all future communication. 

Before sending digests, the system automatically verifies that required elements like disclaimers and branding are configured to ensure compliance and an optimal borrower experience.

1. System will check to ensure that the organization admin has set a company disclaimer. If no disclaimer is set neither the admin nor any team members in the organization will be able to send digests; the feature will be grayed out.

2. Next, the system will check to ensure that secondary elements like a user profile image, company logo, and Property Page CTAs are configured. Though you can send a digest without these elements, it's recommended that the admin and/or user configure these pieces so that the Digest email and connected Property Page are properly branded and functional. 
   
   

Note: To learn more about Property Pages, click on the links below. 
Property Pages

Property Enrichment & Enrollment 

Bonzo and MMI users with Pathways Home access can enrich borrower contact data in bulk from the My Properties tab and leverage the power of dynamic Property Pages directly within their Bonzo campaigns. To utilize these features you must have a Bonzo and MMI account, as well as Pathways Home access in MMI Data Center. 



Note: To learn more about Pathways Enrichment & Enrollment, click on the links below. 
Pathways x Bonzo: Enrichment & Campaign Enrollment
 

Add a New Property

You have the ability to add a new new transaction through our "Add New" property tool. Simply click the "Add New" button and following the process listed below: 

1. Begin to type the full address of the property including street address, city, state, and zip. 
   
   
    
2. The system will search for the property and transaction data. Click on the house icon and address below the search bar to retrieve the information. 
   
   
   
   Note: Though you have the ability to enrich the borrower's contact info. post creation. When manually creating a new property, you must include the borrower email on the form. 
    
3. The newly added property will appear at the top of your "My Properties" list and will be listed under the "Source" column as "Manual." Using filters, you can quickly see all of your publicly available transactions versus ones that you have created manually. 
   
   
    

4. If we can't find a property or transaction data, it's usually because the property hasn't had recent activity such as new listings, sales, refinances, or HELOCs. Verify that the address format and spelling are correct. We update our coverage and data maps daily, so the property may become available later.
   
   

    

The new My Mortgages experience brings everything you need into one streamlined experience, making it easier to manage relationships, monitor your book of business, and deliver timely value through Pathways Home. By combining borrower history and powerful engagement tools, My Mortgages gives you the clarity to take action and the confidence that your clients are never forgotten.