video1.0<iframe src="https://www.loom.com/embed/e045f0f150294d55b14fdb46fcbe6415" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/e045f0f150294d55b14fdb46fcbe6415-4a9675048cae8ac6.gif227.033This Loom explains the BrokerPlus refinancing page as the main hub for viewing mortgage refinancing opportunities. It summarizes savings by colour coding relative to a user-defined threshold, with green above the threshold, orange/yellow between the threshold and zero, and red where refinancing would not save money. The page includes multiple filters and sorting options, plus a feature to target a specific savings rate (such as 5%) to show what clients would qualify at that rate. It also covers client-specific views including best refinancing options, equity and loan to value, potential HELOC and reverse mortgage indications, debt consolidation analysis and shareable reports, configurable report cadences, Realtor inclusion, AML compliance screening, and client report sending. Finally, it highlights the contacted page for tracking interactions and follow ups, including an example with Charles Clark.