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Housing Market Mortgage tutorials

Mortgage leads for licensed brokers: coverage areas, limits and billing.

For mortgage brokers. 17 tutorials in 4 sections.

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1. Start here

  1. What Is Housing Market Mortgage? An Overview for Brokers52 sHousing Market Mortgage is a service for mortgage brokers. You create an account, choose the places you cover and the kind of enquiries you want, and Housing Market Mortgage passes on buyer enquiries from your coverage areas. It does not give mortgage advice. This tutorial gives the overview: creating a broker account, the setup checklist on your home page, and the settings that decide which enquiries you receive. The screens in this video are illustrations drawn from the real app with an invented account and an invented company. It is a new service (Beta).
  2. What Beta, New and Currently updating mean in Housing Market Mortgage40 sNew parts of Housing Market Mortgage carry a small marker so you know what to expect. This tutorial finds a Beta marker and explains all four markers. Beta means the feature is new and works, and we want to hear what you think. New and Updated point out something that was just added or just changed. Currently updating means a part is not ready yet. The Beta, New and Updated markers go away on their own after a while, and nothing is removed when they do.

2. Your account

  1. How to Create a Housing Market Mortgage Broker Account1 min 42 sHousing Market Mortgage is for mortgage brokers: it passes on buyer enquiries from the Housing Market portals to brokers, and it does not give mortgage advice. This tutorial creates a broker account. You choose your country, which stays fixed for your coverage areas, enter your company name, your email address and a password of at least 12 characters, and select Create account. We email you a link to confirm your address: there is no code to type. After you open the link you log in with the same Housing Market account you would use for any Housing Market product. It ends with what to do if you forget your password. The screens in this video are illustrations drawn from the real app with an invented account and an invented company; no real account is created.
  2. How to Finish Setting Up Your Housing Market Mortgage Account1 min 10 sAfter you confirm your email address and log in to Housing Market Mortgage, your home page shows a short setup checklist: your email address, your company, your phone number, your payment card and an optional licence number. This tutorial walks through each line. The email and company steps are done as soon as you sign up, and you can change the company name at any time. For your phone number, you enter it and our team confirms it, so there is nothing else for you to do. For the payment card, Add a payment card opens your Housing Market billing profile, where you add the card. The licence number is optional. You can leave and come back at any time. The screens in this video are illustrations drawn from the real app with an invented account and an invented company.
  3. Log In or Reset Your Password in Housing Market Mortgage49 sYou log in to Housing Market Mortgage with your Housing Market account: the same email address and password as every Housing Market product. This tutorial logs in, and then shows what to do if you forget your password: you enter your email address and we send you a link to choose a new one. There is no code to type anywhere. The screens in this video are illustrations drawn from the real app with an invented account.
  4. Verify Your Email by Link in Housing Market Mortgage40 sAfter you create a Housing Market Mortgage account you confirm your email address with a link we send you. This tutorial shows the page you see until you do: you can sign in, but you cannot use Housing Market Mortgage until you confirm. If the link did not arrive, you can ask for a new one at any time, and if you typed the wrong address you can change it and we send a link to the new address. There is no code to type. The screens in this video are illustrations drawn from the real app with an invented account.
  5. Add Your Licence Number in Housing Market Mortgage40 sIn Housing Market Mortgage a licence number is optional. If you add it, our team checks it and may then show a badge on your public profile. Adding it never changes whether you can receive leads. This tutorial opens Settings, finds the licence number section, adds the number and where it is registered, and saves. The screens in this video are illustrations drawn from the real app with an invented account.
  6. Add Your Phone Number in Housing Market Mortgage29 sYour phone number is one step of the setup checklist in Housing Market Mortgage. This tutorial opens your home page, finds the Phone number step, enters your number with the country code and selects Save my number. Our team confirms the number, so there is nothing else for you to do. The screens in this video are illustrations drawn from the real app with an invented account.
  7. Change Your Company Name in Housing Market Mortgage24 sYour company is one step of the setup checklist in Housing Market Mortgage, and it is done as soon as you sign up. You can change the company name at any time. This tutorial opens your home page, finds the Company step, edits the company name and selects Save. The country of your account is shown next to it. The screens in this video are illustrations drawn from the real app with an invented account and an invented company.
  8. Reset Your Password by Link in Housing Market Mortgage33 sIf you forget your password for Housing Market Mortgage, you can choose a new one. This tutorial opens the log-in page, selects Forgot your password?, enters your email address and asks for the link. The reset arrives as a link in your email, so there is no code to type, and you choose the new password on the page the link opens. The screens in this video are illustrations drawn from the real app with an invented account.

3. Leads and coverage

  1. How to Choose Your Leads and Coverage Areas in Housing Market Mortgage1 min 12 sIn Housing Market Mortgage, the Settings page decides which buyer enquiries you receive. This tutorial covers the coverage areas, which stay inside your country: each area is a centre and a radius from 1 to 100 kilometres, and you can add up to 20. It then shows which leads you want: Exclusive, where only you receive the buyer, Shared, where up to three brokers receive the buyer, or Both, exclusive when possible and otherwise shared. You can set an optional monthly limit, pause receiving leads while keeping your areas saved, and add an optional licence number that our team checks. Select Save and the page confirms that your settings are saved. The screens in this video are illustrations drawn from the real app with an invented account and an invented company.
  2. Exclusive or Shared Leads in Housing Market Mortgage55 sIn Housing Market Mortgage you choose which kind of buyer enquiry you want. Exclusive means only you receive the buyer. Shared means up to three brokers receive the buyer, at a lower price per lead. Both means exclusive when possible, otherwise shared. This tutorial also sets an optional monthly limit and shows how to pause receiving leads while your areas stay saved. The screens in this video are illustrations drawn from the real app with an invented account.
  3. Set Your Coverage Areas in Housing Market Mortgage41 sYour coverage in Housing Market Mortgage decides which buyer enquiries you can receive. This tutorial opens Settings and the Coverage map section: each area is a centre and a size in kilometres, from 1 to 100, your coverage stays in the country you chose when you signed up, and you can add up to 20 areas. You click the map or write your areas one per line as latitude, longitude and radius, and then save. The screens in this video are illustrations drawn from the real app with an invented account.
  4. Set a Monthly Lead Limit in Housing Market Mortgage32 sIn Housing Market Mortgage you can set an optional monthly limit: the most leads you want each month. If you leave it empty you have no limit of your own. This tutorial opens Settings, finds the monthly limit field, enters a number and saves. The screens in this video are illustrations drawn from the real app with an invented account.
  5. Pause and Resume Receiving Leads in Housing Market Mortgage38 sYou can pause receiving leads in Housing Market Mortgage whenever you need a break, for example on holiday. While you are paused you receive no new leads, and your coverage areas stay saved. This tutorial opens Settings, ticks Pause receiving leads, saves, and shows how you switch it off again to resume. The screens in this video are illustrations drawn from the real app with an invented account.

4. Billing and advertising

  1. Add a Payment Card to Your Housing Market Mortgage Account26 sThe payment card is one step of the setup checklist in Housing Market Mortgage. This tutorial opens your home page and finds the Payment card step. Add a payment card opens your Housing Market billing profile, where you add the card, so card details are never typed on the Mortgage page itself. This video stops at the button. The screens in this video are illustrations drawn from the real app with an invented account.
  2. Create a Housing Market Ads Campaign From Housing Market Mortgage1 min 40 sHousing Market Mortgage brokers can now create a Housing Market Ads campaign without leaving their account. The Advertise page shows your ad to people who are browsing property near your coverage areas, in the mortgage box on the portals. This tutorial opens Advertise, reads how it works and how you pay, checks the funds line, fills in the campaign name, headline, description, daily budget and where people go when they click, confirms the coverage areas the ad will use, and creates the campaign. Our team looks at every campaign before it starts. The screens in this video are illustrations drawn from the real app with an invented broker.