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Creating Custom Smart Lists

Create custom Smart Lists to easily segment clients based on loan type, equity, investment status, and more.

What Kind Of Smart Lists Are Available?

  1. Rate & Term, FHA Streamline, VA IRRRL

  2. Debt Consolidation (Cash-Out)

  3. High LTV Check-Ins

  4. Equity Check-Ins

  5. First Time Homebuyer Check-Ins

  6. High Balance Clients

  7. Investors

DIY Smart Lists

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The example above will show you how to create an FHA Streamline Smart List to identify your opportunities quickly.

FHA Streamline Smart List Filters Example:

  • EPO Date (is more than) 1 (day ago)

    • AND

  • Funded date (is more than) 180 (days ago)

    • AND

  • Mortgage Type (contains exactly) FHA

This way, you will have the EPO period out of the way, the list will only show FHA loans, and you can sort them by highest to lowest interest rate & identify who to call first!

Don't forget to save & name each Smart List!

Please reach out to [email protected] for further assistance!