Users can set pricing templates to quickly run common scenarios. These serve well as a quick pricer, to quickly provide rates to borrowers over the phone, especially when the borrower does not want to provide application data.
Adding a Pricing Template
To create a new pricing template, go to your User Settings > Pricing Templates, then click +New.
Managing Existing Templates
You can also edit an existing template by clicking on it. Similarly, you can delete a template with the trashcan icon on the template row.
Using Pricing Templates
After you've created a Pricing Template, you can use it to quickly price out a scenario.
This will return eligible programs and rates, which you can generate quotes from. Using any of the Actions on the right of a loan program will allow you to both perform that action and create a loan from the scenario. This way, you can quickly track the borrower in question and begin their application as needed. The same is true of using the Compare button to send a Rate Quote.