How to Find Equity Enrichment Data on Contact Records

Note
This feature is permission-based. Please reach out to your Administrator for more information. 

Users can see the following equity enrichment data points on a contact: 

• Property Value
• LTV
• LTV Change
• Equity %
• Equity $
• Remaining Balance

1. On the left navigation, click Leads & Contacts > Contacts. 
2. Use the search bar to quickly find your contact. 
   • Search by name, email, or phone number. 
3. Click the name of the contact.
4. Click on the Loans sub tab. 
5. Scroll down to Customer Intelligence: Estimated Equity.