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Selecting Mortgage Priorities

Written by Zoha
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9 STEPS

1. Click on the mortgages tab within your file

2. Select the mortgage you would like to set priority for



3. Scroll down and click the edit button beside the current mortgage priority status



4. Click the dropdown arrow next to the institution name you would like to edit the priority for



5. Select the appropriate priority for the mortgage



6. Click the dropdown arrow on the next mortgage to amend the priority



7. Select the appropriate priority for the mortgage



8. Click save



9. You will notice the mortgages have now changed positions here as well under the general details of the mortgage





Next steps: Go Live OR Practice

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