How to view mortgage information and use mortgage-related filters in Fello

Learn how to view a property's mortgage information, and how to filter contacts based on it.

To view a property's mortgage information:

Go to Contacts.
Click on a property to open the details page.
Scroll down to the Current Mortgage section to view mortgage information for that property.

You can filter your list of contacts based on their property's mortgage information. Here's how:

Go to Contacts.
Click the Filter icon.
Type "mortgage" to view a list of all the mortgage-related filters. Learn more about these filters.
Select a filter.
Add conditions as required.
Click Apply.

# of Mortgages: Filter contacts based on the number of active mortgages on a property.
Remaining Mortgage Balance - Filter contacts based on their property's current remaining mortgage amount.

Note: If a property has multiple mortgages, then then the total remaining balance for all those mortgages is considered when filtering.

Mortgage Amount - Filter contacts based on their property's mortgage loan amount.

Note: If a property has multiple mortgages, the loan with the highest amount is considered for this filter.

Mortgage Term - Filter contacts based on their property's mortgage loan term (in years).

Note: Properties with multiple mortgages will be considered for this filter if any of the mortgages match the specified criteria.

Mortgage Interest Rate - Filter contacts based on the interest rate (in percentage) of their property's mortgage.

Note: Properties with multiple mortgages will be considered for this filter if any of the mortgage's interest rates match the specified criteria.

Mortgage Type - Filter contacts based on the type of mortgage associated with the property.
Mortgage Interest Type: Filter properties based on how the interest is structured or applied (fixed, adjustable, etc.) on mortgage loans.
Mortgage Position: This indicates the loan’s lien priority or position relative to other claims on the property. The mortgage position could be primary, secondary, or HELOC.
Mortgage Origination Date: Filter contacts based on the date when the property's mortgage was first taken. This could be helpful to find contacts with older mortgages that now have revised interest rates.
Mortgage to Last Sold Price %: Filter contacts based on the percentage of the property's mortgage loan amount relative to its last sold price. This metric is usually related to calculating the cost of Private Mortgage Insurance (PMI).