Watch Mandric walk you through this topic
The wizard runs the first time you log in. It's short for solo brokers and agents. Brokerage admins have a few extra steps that are covered in the Brokerage section.
Step 1: Setting Your Eligibility Threshold
You'll see a slider asking: "What is an eligible refinance opportunity to you?"
This is the minimum monthly savings a client has to be able to save (after their penalty) before we put them on your refinance list. The slider runs from $50/month to $1,000/month.
- Lower threshold = more candidates, but smaller savings per client.
- Higher threshold = fewer candidates, but each one is a stronger pitch.
A common starting point is $150-$200/month. You can change it any time in Settings, so don't agonize over the initial number. See Adjusting Your Eligibility Threshold.
Step 2: Connecting Your Email
You'll be prompted to connect Gmail or Outlook so outreach emails go from your real address and we can detect replies.
We send from your address and detect whether the client replied plus the sentiment of that reply (interested vs not interested). That's it. We don't sync historical threads or store reply content. Full details: Connecting Your Email.
This step is required to send outreach.
Brokerage-Specific Steps
If you're a brokerage admin (principal broker), the wizard adds steps for payment and inviting your agents. If you're an agent under a brokerage, you'll also be asked for your license info.
Those are covered separately:
After You Finish The Wizard
Right after payment, solo brokers walk through a short guided setup: review and approve your email templates, decide whether to turn on automated outreach, optionally add your team (invite an assistant or underwriter with view-only or full access - see Inviting Your Team), and claim your 10 free AML screenings. Every step can be skipped and revisited later from Settings.
You'll land on the Refinance page with your candidate list. If you imported a book of business as part of onboarding, candidates will already be there. If not, you can import your book any time from Settings, or add a client manually.
What To Do Next
- Import your book: Importing Your Book Of Business.
- Tour the refinance list: What Refinance Does.
- Enable auto outreach when you're ready: Enabling And Adjusting Auto Outreach.