Learn how to view property insights, explore homeowner financial scenarios, review market information, and share Property Pulse with clients.
Step 1 – Open a client record
From Clients, open the client whose property you want to review. The Client Details screen shows the Property Pulse card.
Step 2 – Open Property Pulse
Tap the pink Share Property Pulse bar to open the homeowner-facing property experience.
Step 3 – Review the property overview
Review the property overview, satellite view, home details, and estimated value.
Step 4 – Explore property and equity insights
Scroll to see estimated property value, equity, loan balance, and opportunities to put equity to work.
Step 5 – Explore financial scenarios
Review the financial scenario cards, including cash-out refinance, refinance rate, and home equity line of credit options. Explore the What-If Simulator below.
Step 6 – Review the listing and market information
Scroll to Active Listings and Sold Listings to review nearby market activity and comparable properties.
Step 7 – Share the Property Pulse experience
Tap Share Property Pulse at the top of the homeowner experience to share property insights where supported.
Helpful tips
Property estimates and financial scenarios are informational and may change. Review the details with your client before making decisions. Available actions may vary by account and property.
Need help?
Contact support@mmi.io for assistance with MMI One Mobile App.
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