So you’ve made the decision to register for Purview For
Mortgage Brokers – so what comes next? To begin with, you will want to
familiarize yourself with the application and the actions you will be likely to
take when using the solution. Purview For Mortgage Brokers is a very powerful
tool that can provide you with incredible insight into your customers and the
properties they are looking to finance.
Here is a quick overview of the steps you can take to get started
with the application.
1.
After logging in the first thing you will want
to do is set up your personal preferences. You can access your personal
preferences through “My Account”. You will want to ensure that your profile is
complete with all contact information. Here you can also set LRO (Land Registry
Office) defaults and customize your report views and change the order of what
you display in your reports – you can configure this later, for now just set-up
your contact information and upload your logo/photo to your profile.
2.
Now it’s time to get your feet wet. Let’s
perform a property search.
o
First, select a province and municipality, LRO
or postal code.
o
Next, enter the property address, homeowner’s
name, PIN, instrument or block number – most agents and brokers search by
property address or homeowner’s name and “Search”.
o
Now you should see your results – next, select
your property.
3.
Now let’s complete the process of performing a
property search and generating a report.
o
You have located your property and selected it –
next confirm that you want your Broker Property Report.
o
Now your report will be generated. Here you can
view the property information, current homeowner information, sales history
information, current mortgages registered against the property, AVM estimated
property value, comparable sales and more…
Getting started on Purview For Mortgage
Brokers is as easy as that. Taking advantage of this tool on every deal will help
you to identify problem deals sooner, identify opportunities and provide better
and faster services to your clients and lenders.
For more information about Purview For
Mortgage Brokers please visit www.purview.ca/brokers
or call 1-855-787-8439.
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