MissionControl: Finance Options
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What is a Portal Link?

Owner feature only!

A portal link can be added to options under a non-integrated lender and will allow those options to populate a “Qualify” button when selected on the proposal. 

Finance_PortalLinkQualifyEX

 

When a Portal Link is entered in MissionControl, the qualify button will act as a hyperlink to the URL entered in that field.

 

This can be useful in allowing your reps to jump directly to the lender's portal to qualify the homeowner without too much hassle.