Plans
Client-facing renewal links — opens, intent, and expiry in one place.
No renewal plans yet
Send a private link so borrowers can compare bank vs broker scenarios and tap “shop my renewal.” Create one from any file’s Plan tab.
Pick a file
Open a borrower approaching renewal.
Create the link
On the Plan tab, generate a tokenized microsite.
Watch intent
Opens and “shop my renewal” taps land here.