video1.0<iframe src="https://www.loom.com/embed/2526b215247847239f753fd589b978d6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/2526b215247847239f753fd589b978d6-7c753f49984b361d.jpg103.624In this video, I’m excited to share the new enhancements we've made to our PFM tool, specifically the addition of three key fields in the loan tracking tool: repayment type, max redraw, and offset. These updates will provide brokers with improved visibility and control over their clients' loans. I’ll walk you through how to locate these new fields in the system. Please make sure to enable Loan Tracking for your clients to receive notifications about connecting their loan accounts. Let me know if you have any questions!