Products & Pricing Engine (PPE)

Sample Quote
How to get Sample quote: Arive (Pricing a loan) A sample quote provides the client with the approximate to exact amount of the loan estimate providing t...
Thu, 17 Nov, 2022 at 9:58 AM
Comparing Different Loan Scenarios
Our Mortgage Quote comparison feature is great for generating visually appealing quote comparisons to share with borrowers, but did you know that you can ...
Tue, 14 Mar, 2023 at 12:03 PM
Generating a Pre-Approval Letter
When a loan is at the Pre-Approved status, you can generate a Pre-Approval Letter by clicking the Pre-Approval Letter button found in the upper right corner...
Wed, 24 Aug, 2022 at 2:21 PM
Creating an Initial Fee Worksheet (IFW)
You can generate an IFW from the pricing engine, either in the Products & Pricing tab of a loan file or the PricingĀ > PricingĀ tab at the top of the ...
Mon, 15 May, 2023 at 9:09 PM
Changing Points (Lender Credit or Discount) with Manual Lender Products
There are three different places where you can adjust points on Manual Lender loans. In the Pricing Engine Prior to Applying the Product Click the p...
Mon, 15 May, 2023 at 9:38 PM
Setting Rate Alerts
When pricing a loan, you can set a Rate Alert for a product to receive a notification when the rate drops to your selected target. To do this, click the...
Thu, 20 Apr, 2023 at 8:51 AM