Learn how to invite a contact to Pathways Home and explore the homeowner-facing experience available in Pathways Home.
Before you begin
Open the MMI One Mobile App. The homeowner screens included in these instructions are examples of the branded Pathways Home experience; available information and options may vary.
Step 1: Open MMI One
From the MMI One mobile dashboard, locate the Pathways Home invitation opportunity and open it.
Step 2: Review the invitation list
Review the available contacts and properties in the Invite to Pathways Home screen. Use search and filters to locate a recipient.
Step 3: Select a contact
Choose the contact you want to invite. Review the property card and use the Send Invite action.
Step 4: Review the invitation message
Read the prewritten invitation in the Pathways Home Invite window before sending.
Step 5: Send the invitation
Tap Send SMS to open your phone’s messaging app with the invitation prepared.
Step 6: Review the Invitation that the customer sees
Confirm the recipient and message in the native messaging app. Send the text when ready.
Step 7: Explore the homeowner experience
Review the branded Pathways Home homeowner dashboard, including home value, equity and property information.
Step 8: Review property insights
Open My Property to view the property overview and available equity insights.
Step 9: Explore homeowner options
Use the homeowner tools to explore potential options such as refinancing, cash-out, HELOC or debt consolidation.
Step 10: View the equity wallet
The Equity Wallet displays available equity and related options, including tools for exploring financial scenarios.
Step 11: Explore Homes
Open Home Search to view property listings and related actions.
Need help?
For assistance with invitations or access, contact support@mmi.io.
Comments
0 comments
Please sign in to leave a comment.