Learn how to check enrichment progress, review past-client records, and use available borrower and property insights to prepare relevant outreach.
Overview
Data enrichment brings additional information into your Past Clients experience. The app shows an enrichment progress indicator and provides client-level information where available. The specific fields shown can vary by client.
Step 1: Past Clients
Locate the Past Clients tile at the top of the home screen.
From the MMI One home screen, tap Past Clients.
Step 2: Enrichment progress
Find the enrichment percentage and status near the top.
Review the percentage displayed near the top of the Past Clients screen. This example shows 47%.
Step 3: Client record
Choose a client row to review the record.
Tap a client entry to open Client Details. Use the available information to understand the record before reaching out.
Step 4: Suggested outreach
Review the AI-generated outreach card.
Where available, review suggested messaging. Use Edit to personalize the wording, or Send SMS to continue to your messaging app. Verify accuracy and consent before sending.
Step 5: Property information
Review the property details and Property Pulse area.
Scroll through Client Details to review property information and the Property Pulse section. Available information differs by record.
Step 6: Borrower snapshot
Scroll to the borrower snapshot and loan details.
Review the borrower snapshot for available loan and equity details, such as loan type, balance, estimated equity and last loan date. These values are informational and should be verified before use.
Best practices
Use enriched data as a starting point rather than a guarantee of current accuracy. Confirm key financial or property details, personalize outreach, and follow your organization’s communication-consent requirements.
Need help?
If a record is missing information or you need assistance using Past Clients, contact support@mmi.io.
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