Training videos and documents on LoanPass, Pricing and Comparing Loans, Users, Roles, Pricing Profiles, Rate Sheets, Rules, Data Tables, and Calculations.
Pricing and Comparing Loans
Intro to Price a Loan Page
This video is an overview of the Price a Loan page. It covers application fields, defaulted fields, dependent fields, custom & global scenarios, product deta...
Compare Feature
The Compare feature allows you to compare multiple products and/or multiple scenarios with the same product.
Custom and Global Scenarios
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...
How To Create Application Form Defaults
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…
Derek Staley
Data Tables
Data Tables Part 1 - Creating a Data Table
Creating a data table within LoanPASS.
Data Tables Part 2 - Data Table Data Types
Reviewing the format and different data types within the Data Tables section of LoanPASS
Data Tables Part 3 - Editing and Deleting a Data Table
How to edit and delete a data table within LoanPASS.
Rules
Rules Part 1 - Overview
Overview of Rule Category, Action Type, Description, Associated Products
Rules Part 2 - Data Types
This video covers how to reference each data type within a LoanPASS rule.
Rules Part 3 - ANY and ALL Groups
This video goes over the ANY and ALL groupings in LoanPASS rules.
Rules Part 4 - Full Examples
This video covers full examples of each LoanPASS rule category as well as what they do on the Price a Loan Page.
Rules Part 5 - Rules and Data Tables
This video covers how to connect rules to data tables within LoanPASS.
How To Create Dynamic Field Values in Rules
Pull dynamic values from the Application Form, Field Library & Calculations into a rule.
Connor Kreel