Portals – Your Partner Portal

Your Partner Portal is an easy, secure way to coordinate with your loan officer and showcase property sites. When you log into Mortgage Circles, you’ll be able to communicate with your loan officer, review transactions you are participating in, submit new leads, create mini-websites for properties, design open-house forms, and more.

To get started, open the Mortgage Circles website in your internet browser. You will also need to open the email sent to you by your loan officer about your new portal. In this email, you will be given a “Mortgage Pro ID” and a password for access to your portal. To log in, just put this information into the Mortgage Circles website in the upper-right corner of the page. Your loan officer may provide you with a password in a separate email for security purposes.

The first page you will see upon logging into Mortgage Circles is the “Dashboard.” This screen will give you a brief overview of your participated transactions, new and funded leads, new updates to client files, and recent lead conversions.

The Updated Transactions panel will show any records you are participating in that have been updated since you last logged in. You can click any client names to open the Participated Transactions tab for that record, and you can use the icons to the right to contact the client, create tracked notes on their record for the loan officer, or manage documents.

At the top of each page, you’ll see contact information for your loan officer. To the right, you’ll also see your own. You can click your profile information to log out of Mortgage Circles.

To the left, you will see a series of icons. This is the navigation menu for your portal; when you hover over these icons, you can see the various options available and open those pages. You can return to the Dashboard at any time by clicking the top-most option in this menu.

The tools and options shown below may differ from those that your loan officer has enabled for your partner portal. If you see something here that doesn’t show up in your portal, you can always contact your loan officer.

In the “Participated Transactions” page, you can access records of all the clients whose mortgage processes you are participating in. Here, you will have the same options available for records that you do in the “Updated Transactions” from the Dashboard screen, but you can access all mortgages you are participating in. This means you can quickly search for specific client records using the “Name Search” option, and you can change how many records you see at once using the drop-down menu above the list.

The “My Messages” page will show all events that are relevant to mortgage clients you are helping with, including tracker updates for participated records and messages between you and the loan officer. You can view more information for linked clients by clicking the “Borrower Name” link. Further, you can filter this list by the type of message using the drop-down menu above the list, and events from specific date ranges can be shown by clicking the “Period” calendar.

You can conveniently request pre-approval for mortgages in the “Pre-Approval Calculator” page. Here, you can enter mortgage details in the listed fields, and general payment breakdown and amortization graphs will update below based on the values entered. Next, just click the “Request Pre-approval” button to start a request.

First, you can select a borrower from your participated transactions list or click “Add New” to add a new lead from here. Relevant income information can be added, then click “Send Request” to submit it.

You can also view a Detailed Mortgage Report by clicking the “Full Report” button. This will display more details and additional graphs based on the information you entered before, including a month-by-month payment breakdown. You can then generate a shareable report from this information by clicking the “Get Report URL” button and copying the provided link.

The “Submit New Lead” page provides a fast, simple way to send new lead information to your loan officer. Here, you can put client data in the form fields, add any comments for your loan officer below, and click “Send Information”. This will transmit the new lead data to your loan officer and automatically list you as the referrer!

Another great tool you can use to collect leads is the “Open House Form” page. Here, you can set up a screen to display on a tablet or computer at an open house which visitors can use enter their information. Just like the New Lead form, this page will send a new lead to your loan officer with the entered data when leads click “Submit Form.”

You can customize this Open House form, starting with an Open House Name and selecting how you are participating from the drop-down menu. Below, data fields that will appear on the form can be chosen using the checkboxes to the left. Any that are filled in with blue will appear on the form. You can re-order or remove fields using the icons to the right, and you can add fields to the page using the menu above the list. Lastly, you can choose from five different Open House templates to customize the look. When you click “Generate Page”, a new window will appear with the information you selected.

You can create, maintain, and share pages for properties using the “Property Sites” page. New properties can be added using the button above the list. Here, you can enter details about the property, create a unique name and URL, choose a site template, and add a brief sales pitch to appear on the site. When you click “Add Site” below, a new page will be created specifically for that property and be listed here.

Once a property site has been created, you can click the Link button to open it in a new tab. This URL can be copied and shared with clients. You can click the Edit icon to add more information about the property to the site. In addition to the Property Details you entered before, you can now use the tabs above to improve the property site.

“Property Images” can be used to upload images of the property from your computer. This is a great way to make the property site appeal to clients! The “Property Features” tab will provide a checklist you can use to quickly list elements of the property. You can add your own features to this list using the field above. Under “Layout”, you can review examples of the various page templates and select one for the site. Then, you can use the “Select Layout and Preview Site” button below to see what the page will look like with all the information you’ve entered.

Lastly, you can use the “My Info” page to customize your contact information used in all communication via the Partner Portal. Here, you can upload a Profile and Company picture from your computer, add personal contact information, and list a personal website if relevant. Once entered, the information will be updated when you click “Save” at the bottom of the page.