video1.0<iframe src="https://www.loom.com/embed/6ea2a63133b74ea09532af9c092dd95a" frameborder="0" width="1982" height="1486" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14861982Loomhttps://www.loom.com14861982https://cdn.loom.com/sessions/thumbnails/6ea2a63133b74ea09532af9c092dd95a-b7a8038d68ed0ef8.gif468.582This Loom shows how to use BrokerPlus’s Opportunities page to find and manage renewals, refinances, and other prior deals in your database. It highlights top filters like Refinance, Maturing within the next 12 months, and Payment Relief, plus a Describe feature where you can search criteria such as 45 plus with 100k in equity, returning 226,000 and a list of clients to contact. After filtering, you can select page or all results and then message via template, export a branded PDF, save a segment, save a call list, remove clients from opportunities, or clear the list. It also explains how individual opportunities display best rate options and deal details, including customizable strategy inputs, equity reporting, HELOC and debts sections, and tools like upload of a mortgage statement, snoozing, deleting, and reaching out.