MMI One Mobile App | Managing Past Clients

Discover mortgage opportunities within your existing client relationships using enriched loan and property information.

Step 1 — Open Past Clients

From the MMI One home screen, tap Past Clients. Review your client database and the retention summary, including All, Current, Unverified, Win-Back, and Moved.

Step 2 — Choose a Client Category

Select a category to narrow your list. Each client card provides available mortgage information and opportunities for follow-up.

Step 3 — Review Win-Back Opportunities

Tap Win-Back to review past clients whose mortgage relationship may have changed. Use the available property value, equity, loan balance, and other mortgage details to identify potential outreach opportunities.

Step 4 — Review a Client’s Loan Details

Review the current loan information and select Loan History when available to examine previous loan activity. Use these insights to prepare a relevant conversation.

Step 5 — Search and Refine Your List

Use Search, sorting, and Enriched Only to focus on relevant clients. Review alerts about changes in ownership or mortgage status.

Step 6 — Open Client Details and Take Action

Open a client record to review Property Pulse, estimated equity, loan balance, and activity. When appropriate, tap Share Property Pulse to send useful property information.