When your account is switched to Non-Del, the Non-Delegated tab will appear in your Company Settings. Here you can choose if your loans will be set to Non-Del or Broker by default. You can also set Min and Max Margin Caps.


 
You can also create Override Rules that will default loans that meet certain criteria to Broker (if your overall default is set to Non-Del) or Non-Del (if your overall default is set to Broker).


A computer screen capture 
Description automatically generated with medium confidence
 
You can also create Margin Rules to adjust pricing (in either points or dollars) on Non-Del loans based on chosen criteria.


Graphical user interface, application 
Description automatically generated
 
Each of your loan files will have a MERS number automatically generated for it, and you can freely switch between the loan being Brokered or Non-Del. This can be found in the Setup & Contacts tab of a loan, in the lower right corner.


Graphical user interface, text, application 
Description automatically generated
 
When a loan is set to Non-Del, our PPE will automatically pull Non-Del pricing from our Integrated Lenders that you are approved with.



Beyond this, our Call Reports support Non-Del clients, and we are also able to integrate with your existing Doc Magic account.


Remember that as a Non-Del subscriber, you also have access to all the features of our Broker Pro Plan.


Also see: Non-Del Features