Dan Lawrence
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Articles
Recent activity by Dan Lawrence-
My Properties: Attribution & Engagement Filters
The My Properties page in Pathways Home is your go-to command center for borrower engagement and priority lead identification. Utilize the engagement summary panel and priority lead filters to stay...
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Pathways Engagement: LO Daily Summary Email
The LO Daily Summary Email surfaces borrower engagement on Pathways property pages directly to you each morning, giving you a daily, at-a-glance look at which borrowers are clicking into refinance ...
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Loan Officer: Search & Profile
The Loan Officer Profile gives you a comprehensive, at-a-glance view of any loan officer in MMI. All functionality previously available in legacy search tools has been carried forward and expanded,...
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Pathways Property Page Search
The Pathways Property Page Search tool empowers you to instantly generate branded property pages for any address, transforming how you prospect and engage with potential borrowers. This on-demand t...
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Loan Officer: Search Bar
Loan Officer Search is a flexible way to find loan officers in MMI using a wide range of inputs. Other than name or state, you can search by company, city, rank (e.g., Gold, Platinum), or status (e...
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Lender: Favorties
Lender Favorites lets you quickly save, organize, filter, and add notes to your top lenders. Key features include:Bulk actions for organizing multiple lenders at onceCustom Favorites Lists for bett...
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Lender: Comparison Tool
The Lender Comparison Tool brings Dashboard's lender comparison functionality directly into Data Center, making it accessible right from any Lender's FastFacts profile. With a single click, you can...
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Lender: Executive Contact Details
The Lender Executive Contact Details feature gives you direct access to key decision-makers at the lending organizations you work with or prospect. Instead of manually tracking down contact informa...
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Transactions: Add Transaction
The Add Transaction tool allows you to correct or manually add transactions that haven't yet appeared in public records yet. How to Add and/or Correct Transactions Navigate to the "Workspace" > "My...
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User Profiles
Whether you’re looking to build new partnerships or simply make it easier for others to connect with you, your Loan Officer Profile is a simple way to highlight yourself, while staying in full cont...