• Dream Due Dates – Within each Dream you have the ability to set a Due Date that will help you keep track of your success and remind you of important dates for follow up. By setting a Due Date this will also prioritize that Dream within the category for proper follow up and attention. To set a Due Date for a particular Dream click on your Personal eLife Plan home page and select the appropriate date. When that has passed you will receive an email from MyMortgageCommunity.com with a courtesy reminder to review this Dream.

 

• Action Step Due Date - Within each Action Plan you have the ability to set a Due Date that will help you keep track of your success and remind you of important dates for follow up. You can select from a variety of options as to when you would like to be reminded. An email from MyMortgageCommunity.com will be sent to you with a courtesy reminder to review this Action Step based upon the reminder settings you select.

 

To set a Due Date for a particular Action Step click on your Personal eLife Plan home page and select the appropriate Dream to edit. Once inside the Dream View page you will be able to edit the Action Steps and add reminders.

 

• Financial Checklist Completed Box – The Action Steps within the Financial Checklist are unlike those in your Personal eLife Plan. These Action Steps are recurring and should be reviewed on a quarterly basis.

  

• % of Completion - Based upon the number of Action Steps you complete within the Financial Checklist you will see a % of completion bar that shows you how close you are to completing the Goal associated with the Action Steps. The percentage of completion is based upon the number of entered “Completed Dates” divided by the total number of Action Steps.