Deal settings

Opportunity thresholds

What counts as an opportunity for your business. The nightly opportunity scan measures every deal in your book against these numbers. Leave a quoting rate blank to skip rate-based scans.

Best Fixed Rate %

Best Variable Rate %

Min Refi Savings $ (over remaining term)

Below this, a refinance isn't worth a call.

Payment Variance %

Payment drift vs original that flags a review.

Renewal Window (months)

How far out a maturity counts as in-window.

Trigger-rate Buffer (pts)

Warn when a VRM gets this close to its trigger rate.

Saved ✓

Pipeline & expected revenue

How likely each fundable stage is to actually close with you. These drive the Weighted (expected) figure on your book’s Pipeline & Expected Revenue panel. Enter a percentage (0–100). Purchase and switch apply to deals you track before they fund.

Renewals (within 12 mo): close %

Refinance: close %

Debt consolidation: close %

Equity take-out: close %

Purchase (in progress): close %

Switch (in progress): close %

Adapt renewal odds to my book as outcomes accrue

When on, your renewal close-rate blends toward your book’s actual renewed-with-us vs lost-to-competitor record, weighted by how many files you’ve closed, so a handful barely moves it. Refinance, debt consolidation and equity always use the values above (they calibrate once their own outcomes are tracked). Your set values are the starting point and you can override any time.

Sync my in-flight Velocity deals every night

When on, MDMT pulls your Velocity deals (Submitted → Waiting to Close) into the tracker automatically each night, and any that have funded become active book files. No manual sync needed. Requires a connected Velocity key.

Saved ✓