Introduction to LoanPASS
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 details, the compare & export feature, and more.
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 Scenario and save it as a new Scenario. You can delete Scenarios no longer needed.
How to Create Application Form Defaults
Admin users have the ability to create Application Form field defaults for each role.
Blended Best Ex
This video covers how to use the Blended Best Ex on the Price a Loan page.