Custom Mortgage Journeys


Overview:

Brokeredge allows you to create and modify custom stages within a mortgage journey, giving you greater control over your workflow and automation.

The first step to using Custom Mortgage Stages is to go to your " my Settings" and scroll down and turn the toggle on for "Use Custom Mortgages"

How to Customize Mortgage Journey Stages:

  1. Import Standard Stages:
    • Open any deal, navigate to the custom journey section, and click Search.
    • Select Import Standard Mortgage Stages to load the default stages.

2. Customize the Stages:

    • Once imported, you can rename existing stages, add new stages, or rearrange them to better fit your process.
    • For example, you might rename “Conditionally Approved” to “Approved” or insert a new stage between two existing ones.

3. Automate Stages:

    • When setting up automated emails or tasks, use the custom mortgage journey stages instead of the default stages to trigger actions.

4. Save Changes:

    • Ensure your changes are saved so that future deals automatically adopt your custom journey.