This video is an overview of the Price a Loan page. It covers application fields, defaulted fields, dependent fields, custom & global scenarios, product deta...

The Compare feature allows you to compare multiple products and/or multiple scenarios with the same product.

You can save application form inputs to a Custom Scenario and share that scenario with other LoanPass users by making it a Global Scenario. You can edit a Sc...

Admin users have the ability to create Application Form field defaults for each role. By defaulting field inputs, this limits the amount of data entry required when searching for product & pricing eligibility. This is done in a few short steps. 1. In your application menu, select the Roles op…

This ticket goes over the basics of how to submit a Jira Support Ticket to LoanPASS.

Creating a data table within LoanPASS.

Reviewing the format and different data types within the Data Tables section of LoanPASS

How to edit and delete a data table within LoanPASS.

Overview of Rule Category, Action Type, Description, Associated Products

This video covers how to reference each data type within a LoanPASS rule.

This video goes over the ANY and ALL groupings in LoanPASS rules.

This video covers full examples of each LoanPASS rule category as well as what they do on the Price a Loan Page.

This video covers how to connect rules to data tables within LoanPASS.

LoanPASS Rules - How to Edit and Delete a rule along with other editing functionality.

This video goes over a couple common errors that can happen when configuring LoanPASS rules.

This video goes over how to reject certain states within LoanPASS rules either by using multiple conditions or connecting a data table to a calculation data ...

Pull dynamic values from the Application Form, Field Library & Calculations into a rule.

Admin training on how to initially set up Pipeline in your tenant. You must configure which fields you want on your pipeline records in the Field Library, un...

This video covers how to add a role and give it page permissions within LoanPASS.

This video covers how to set default values by role for the Application Form Field section of the Price a Loan page within LoanPASS.

This video covers how to hide Products Specification fields and Calculated field values from different roles within LoanPASS.

This video covers how to copy and delete a role from LoanPASS.

This video covers how to create a new user and how the email invite works within LoanPASS.

This video covers how to edit different attributes of a users as well as how to delete a user from LoanPASS.

This video covers how to setup a custom rate sheet to upload into LoanPASS and a few different product setups. It also explains how rate sheets affect versio...

This video covers the Rate Sheet Settings options on the Rate Sheets page within LoanPASS.

This video covers the sequential process LoanPASS goes through to arrive at a final result on the Price a Loan page.

This video covers how to reference different data types within LoanPASS calculations. Referencing fields and creating calculations will be covered in a diffe...

This video covers the most commonly used functions within LoanPASS calculations and how they work.

This video covers features regarding LoanPASS Calculations. This includes calculations order, the show references button, and how to edit and delete calculat...

This video covers how to connect a data table to a data table lookup in the calculations section of LoanPASS as well as how to handle blank values and other ...