My Properties: Attribution & Engagement Filters

The My Properties page in Pathways Home is your go-to command center for borrower engagement and priority lead identification. Utilize the engagement summary panel and priority lead filters to stay ahead of your pipeline, spot borrowers showing signs of activity, and take timely action. 

The Attribution Panel

The Attribution Center pulls data from your property records and borrower activity to calculate summary metrics. These metrics update as your portfolio changes, giving you an at-a-glance view of your book of business and borrower engagement levels.

Summary Metrics

The panel at the top of My Properties displays the following cards:

Total Loan Volume — The aggregate loan amount across all properties associated with your account, whether sourced from public records or manually added.

Total Enrolled Loan Volume — For LOs with connected Bonzo accounts only. This shows total volume for borrowers who have been enrolled in a Bonzo campaign. This helps you understand how much of your book of business is actively being nurtured. 

Average Equity — The average equity across your properties, calculated from current estimated value minus outstanding loan balance.

Average LTV — The average loan-to-value ratio across your portfolio, giving you a quick read on where your borrowers stand relative to their home's current value.

View Priority Leads / Filters — Borrowers who meet engagement metrics based on their recent activity on their Property Pages. This is your shortcut to identifying who's actively engaging with content on the page and may be ready for a conversation.

Daily Summary Email Toggle — An opt-in toggle that lets you control whether you receive a daily borrower engagement email. Toggled-on by default. This feature is COMING SOON. 

Priority Filters 

Allows you to adjust engagement and equity fields to surface and filter your highest-priority leads in your My Properties table.

Toggle on Priority Filters to set the below values as standard; whenever you view the page you will only see your Priority Leads. With this ability toggled on you can further filter you list using the Property Filters (slide out), surfacing Priority Leads by state, source, or if a welcome email has been sent. 




Priority Filters include: 

Property Page Engagement:

• CTA Clicks: number of click for the "Get Pre-Qualified" and "Learn More" links
• Refinance Calculator Clicks (Cash Out): number of clicks on the "Cash Out" tab, value slider, payment terms, and interest rate. 
• Refinance Calculator Clicks (Put Cash Down): number of clicks on the "Put Cash Down" tab, value slider, payment terms, and interest rate. 
• Investment Calculator Clicks (Your Home): number of clicks on the "Your Home" tab and "per month" and "per year" value sliders. 
• Investment Calculator Clicks (Investment Home): number of clicks on the "Investment Home" tab and "per month" and "per year" value sliders. 
• Contact Card Clicks: number of clicks on the LO contact card (bottom of the page), including email, sms, call, v-card pull. 

Equity Engagement:

• Average Equity: The estimated equity in the property, calculated as the current property value minus the outstanding loan balance. Use this filter to surface borrowers with a specific equity range — helpful for identifying refinance or cash-out opportunities.
• Average LTV: The ratio of the outstanding loan balance to the current estimated property value, expressed as a percentage. A lower LTV indicates more equity. Use this filter to narrow properties by lending risk profile or refinance eligibility.

Property Filters

Standard filters available via slide out tab to help you narrow down your table view by property-level details.

• Property Value: min. and max.
• State, City, Zip, County
• Loan Type: Fixed-Rate, FHA, etc. 
• Transaction Type: Refinance, Purchase, etc. 
• Average Loan Amount: min. and max. 
• Rate
• Terms in Years: 15 or 30
• Reported Sales Price
• Date Added (to table)
• Source: public (automatically added from public record) or manual (added with "Add New" tool)
• Welcome Email Sent: yes or no

How to Use Priority Leads Filters

1. Navigate to My Properties.
2. Click "Priority Filters" in the Attribution Center panel.
3. Toggle "Priority Leads" on at the top of the filter panel.
4. Set your preferred Min and Max values for engagement metrics, equity, or LTV.
5. Close the filter panel to see your filtered results in the property list below.
6. To view all Priority Leads without custom thresholds, click "View Priority Leads" directly from the panel.

Summary

The Attribution Center brings your most important borrower engagement signals and portfolio metrics to the top of My Properties. Use it to monitor loan volume, track equity and LTV, identify priority leads, and stay informed with a daily summary — all from one place.