Create a Refinance Dashboard in HousingLink

💡 What’s the most important thing to create when your loan funds?
A Refinance Dashboard — so you can stay top of mind and get the next loan.
We’ll build a branded, professional refinance page inside HousingLink that showcases your borrower’s financing strategy — giving them (and you) a clear next step when rates drop or equity rises.

✅ What’s Included:

• 📹 Embedded video (from Loom, YouTube, etc.)
• 📄 Upload of your TCA report or refinance presentation (PDF or link)
• 📎 Additional documents (rate sheets, amortization, disclosures, etc.)
• 👤 Loan officer contact info + optional bio
• 📋 Standard disclaimer section
• 🔗 Final HousingLink URL delivered and ready to share
• ✅ Fully formatted by our fulfillment team
• ⏱️ Delivered within 24–48 hours

📥 What You Provide:

• Refi video (link or upload)
• TCA report or refinance doc (PDF or online link)
• Your contact info
• Any supporting files you want included

🧠 Use This To:

• Set up a 6–12 month follow-up strategy
• Show clients what a future refinance could look like
• Make your post-closing gift actually profitable