How to Use the Application Status Tab | Mortgage CRM Tutorial

In this tutorial, we walk you through the Application Status tab in Broki — a simple but powerful tab that keeps your clients informed at every step of the mortgage process without any extra effort on your end. Here's what we cover: How to change a file's pipeline stage directly from within the file How the Application Status tab mirrors what your client sees in their portal How to set estimated timelines per stage so clients always know what to expect How to add client-facing descriptions and videos to each stage How stage descriptions and videos work alongside your stage update videos Best practices for using these tools to reduce check-in calls and improve the client experience If you want your clients to feel informed and confident throughout the entire process, this tab is one of the easiest ways to make that happen. 🔔 Subscribe for more tutorials as we continue building out new features. 📅 Have questions? Book a call with our team — we're happy to help.