When pricing a loan inside the product and pricing engine you can build the worksheet for an initial fee. To do so:

 

  1. Go to your pipeline screen.

  2. Click the loan you would like to pull pricing on.

  3. Click Product and Pricing.

  4. Enter in your loan information and select the lenders you would like to pull pricing from.

  5. Select Price Loan.

  6. Go to the Actions button for the pricing you would like to select.

  7. From the Actions button drop down select Fee Worksheet.

  8. You now have the ability to edit, download and send the Initial Fee Worksheet.