Dashboard
Market overview & quick calculations
10Y Treasury Yield — Rate Movement
PITI Calculator
DTI Calculator
MI Estimator
Refi Breakeven
Pipeline
Drag cards between stages to update deal status
Market Desk
Live rate locks & MBS tracking
MBS 30Y Coupon — Pricing
Rate Lock Alerts
Contacts
Client database & communication logs
File Tracker
1003 Application & Document Management
1003 — Uniform Residential Loan Application
Conditions & Document Checklist
Automated Metrics
Communication Log
Automations
Trigger engine & refinance opportunity alerts
Active Trigger Rules
Automation Log
Refi Opportunity Engine
Settings
Preferences & configuration