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Personalize Financial Applications

Personalization brands InTouch content with your information. The Financial personalization is used throughout all the Financial Apps. Financial Apps can be used by you, or by your prospects via the Market Multiplier.

1. Once logged into InTouch, you may personalize your profile account at any time and from anywhere inside of InTouch.

2. Click Settings in the application menu side pane. Click Personalize.

Screenshot of: Click Settings in the application menu side pane. Click Personalize.

3. Click on the Financial link in the toolbar.

Screenshot of: Click on the Financial link in the toolbar.

4. You may choose between the manual or automatically updated rates.

Screenshot of: You may choose between the manual or automatically updated rates.

5. Click the "Use the current interest rates from FreddieMac" to automatically use the current rates in your financial applications.

Screenshot of: Click the "Use the current interest rates from FreddieMac" to automatically use the current rates in your financial applications.

6. Set the Taxes & Insurance. You may enter a flat fee and also specify the percentage. The financial applications allow for you to choose which one to apply.

Screenshot of: Set the Taxes & Insurance. You may enter a flat fee and also specify the percentage. The financial applications allow for you to choose which one to apply.

7. Set the Private Mortgage Insurance Rates.

Screenshot of: Set the Private Mortgage Insurance Rates.

8. When finished updating your defaults, press the Save Financial Personalization button.

Screenshot of: When finished updating your defaults, press the Save Financial Personalization button.