Saved Comparisons

Find a previous property or loan-strategy comparison, then reopen it to review, update, or share.

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How this list works

Client link: Active links can be opened or copied. Scheduled, expired, and revoked links need a settings review before they can be used.

Activity: “Needs review” means a recorded interaction has not been marked reviewed yet. Marking it reviewed does not contact anyone or change the link.

Pin and archive: Pins keep important work near the top. Archiving removes a comparison from the active list but keeps its saved details and current client-link setting.

Delete this comparison?

Rename comparison

Use a short title that will make this comparison easy to find later.

Edit comparison tags

Add up to five short labels, separated by commas.

Add a tag to selected comparisons

Existing tags stay in place. Add one short label to every selected comparison.

Remove a tag from selected comparisons

Only the chosen tag will be removed. Other tags stay in place.

Archive selected comparisons?

Restore selected comparisons?

Archive this comparison?

Manage link first

Restore this comparison?