Recurring check-in triggered on the mortgage anniversary — rate and equity review, life change assessment, and potential re-entry to the pipeline.
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This process is being documented
We're working through this stage with the team. Check back soon, or use the feedback form on the Overview page to share what you know about this process.
What's coming
Annual Review trigger and cadence (recurring annually)
Rate and equity check-in process
Life change assessment — identify refi or new purchase opportunities
Re-entry path: back to App Pending if deal identified