FAQs

MMI One Mobile helps you discover opportunities, understand your client and Realtor relationships, and take action from your phone. Find answers below about getting started, reviewing insights, and connecting with your contacts.

Getting Started

What is MMI One Mobile?

MMI One Mobile gives loan officers access to client, property, mortgage, and Realtor insights from their phone. It helps you identify opportunities within your existing relationships and prepare relevant outreach.

How do I obtain access?

Contact your company administrator to request access to MMI One Mobile. An active MMI One account and an NMLS ID are required.

Where can I download the app?

Open the MMI One Mobile download link on your phone. It will direct you to the Apple App Store or Google Play based on your device.

You may also receive a download invitation by email or text message.

How do I sign in?

Open the app, enter the mobile phone number associated with your account, and tap Continue. Enter the six-digit verification code sent to your phone.

What should I do if my phone number is not recognized or I do not receive a verification code?

Contact support@mmi.io for assistance. Your company administrator can also help with account access questions.

What happens during the initial setup?

MMI One prepares your personalized experience, including available property intelligence and Realtor relationship information. When setup finishes, tap View My Opportunities to explore your home screen.

Contacts and Past Clients

How do I sync the contacts on my phone?

From the home screen, open My Contacts, tap Sync Phone Contacts, and select Sync My Contacts. If prompted, approve the contact access you want to provide.

Once syncing is complete, review your contacts and any available enriched information.

What should I do if my contacts do not sync?

Review the MMI One app’s contact permissions in your phone settings. If you still need assistance, contact support@mmi.io.

Can I add a contact manually?

Yes. In My Contacts, tap Add Contact, enter the available information, and select Add Contact to save the record.

What can I find in Past Clients?

Past Clients helps you review existing client relationships and identify opportunities for follow-up. Available information may include property value, estimated equity, loan balance, loan history, and suggested outreach.

How can I narrow my Past Clients list?

Use the available categories—All, Current, Unverified, Win-Back, and Moved—along with search, sorting, and Enriched Only to focus your list.

What are Win-Back opportunities?

The Win-Back category helps you review past clients whose mortgage relationship may have changed. Use the available loan and property information to prepare a relevant conversation.

Data Enrichment

What is data enrichment?

Data enrichment adds available borrower, mortgage, and property information to your records. These insights help you understand a contact’s situation and identify potential reasons to connect.

Where can I review enrichment progress?

Open Past Clients and review the enrichment percentage and status near the top of the screen.

Why do some contacts have more information than others?

Available information varies by record. Some contacts may have property, loan, and equity details, while others may have limited information.

Should I verify enriched information before using it?

Yes. Treat enriched information as a starting point for a conversation. Confirm key property, loan, and financial details before making specific statements to a client.

SMS Suggestions and Outreach

Where can I find suggested text messages?

Open a client record in Past Clients and locate AI-Generated Outreach beneath Activity. Suggested outreach is also available within supported contact and opportunity workflows.

What types of SMS suggestions are available?

Available categories may include:

• Greeting: An introductory message.
• MoneyMoves: A message focused on potential financial opportunities.
• Equity Alert: A message about the client’s home equity.

Can I personalize a suggested message?

Yes. Tap Edit to adjust the wording. Review the message for accuracy, relevance, and tone before sending.

Does tapping Send SMS send the message immediately?

Tapping Send SMS opens your phone’s messaging app with the message prepared. Review the recipient and message, then complete sending in your messaging app.

What should I review before sending outreach?

Confirm the recipient, verify the information in the message, and personalize the wording as needed. Follow your company’s consent and communication requirements.

Take Action

What does Take Action do?

Take Action opens a queue of opportunities for you to review. Opportunities may include Showcase Listings, Property Pulse insights, and cash-out outreach.

From the home screen, locate Today’s Top Opportunities and tap Take Action.

What if I am not ready to act on an opportunity?

Use the available controls to manage your queue:

• Skip: Move to the next opportunity.
• Snooze: Revisit the opportunity later.
• Dismiss: Remove the opportunity from the current queue.

Property Pulse and Pathways Home

What is Property Pulse?

Property Pulse is a homeowner-facing property experience with available home details, estimated value, equity, loan information, and nearby market activity. It also includes tools for exploring potential financial scenarios.

How do I open and share Property Pulse?

Open a client or contact record and locate the Property Pulse section. Tap Share Property Pulse to preview the homeowner experience, then use the available sharing action.

What financial scenarios can clients explore in Property Pulse?

Available tools may include cash-out refinance, refinance rate, and home equity line of credit scenarios, along with a What-If Simulator.

Property estimates and scenarios are informational and may change. Review the details with your client before using them to guide a decision.

What is Pathways Home?

Pathways Home provides a branded homeowner experience with property information, home value and equity insights, financial scenario tools, and home search. Available information and options may vary.

How do I invite someone to Pathways Home?

Open a Pathways Home invitation opportunity, select a contact, and tap Send Invite. Review the invitation and tap Send SMS to open your phone’s messaging app. Confirm the recipient and send when ready.

Realtor Partners and Listing Opportunities

Where can I find my Realtor partners?

Tap Contacts in the bottom navigation, then select My Realtor Partners. Search for an agent or browse your partner list.

What information can I review about a Realtor partner?

Available information includes Fast Facts, Quick Analytics, production details, and Closed Loans Together. Use these insights to understand the relationship and prepare a personalized conversation.

How do I review and share a listing opportunity?

In the Realtor Partners listing workflow, open Need Action and select Preview on a listing card. Review the property showcase and details, then return to the card and tap Share via SMS.

Where can I see listings I have already shared?

Use the Sent tab in the listing workflow to review previously shared listings.

Activity and ChatMMI

Where can I review my outreach activity?

Tap Activity in the bottom navigation. The SMS Outreach tab displays recorded outreach, including message type and date. Use search to locate activity for a particular client.

Can I see engagement with Property Pulse?

Yes. In Activity, select the Property Pulse tab to review available engagement, such as report opens, listing views, and use of What-If Simulator scenarios. Entries include timestamps.

What is ChatMMI?

ChatMMI lets you ask questions about available real estate, agent, and transaction data. It helps you explore agent performance, partnerships, and market activity through questions and follow-up prompts.

How do I use ChatMMI?

Open ChatMMI, choose a suggested question or enter your own, and review the results. Scroll to Key Insights for a plain-language summary, then ask follow-up questions to refine your analysis.

Depending on your question and permissions, available actions may include Copy, Export, Save Agents, or Push Agents.

Company Branding and Support

How do I update my company branding?

Tap More in the bottom navigation, then open Company Branding beneath your profile. Review and update your title, company, website, or company NMLS information. Tap the pink save icon when it appears for an edited field.

Can MMI One refresh branding from my company website?

Yes. Enter your company website and tap the magnifying glass to search for updated branding. The app indicates that this can refresh your logo, colors, and photo.

How do I change my brand color?

Open Brand Color, select a swatch or enter your company’s approved hex color code, and tap the pink save icon.

Who should I contact for help?

Contact your company administrator for access questions. For help signing in, using features, syncing contacts, or reviewing missing information, email support@mmi.io.