ORIGINATORMAXMaximum Professional Advantage
PURCHASE SETUP
This tutorial illustrates how to
quickly setup a Purchase Scenario
Click the NEW Button to Begin a
new Quote or Application
Save or Discard the Current File.
Financing Wizard Appears after the
current file is Saved or Closed.
DEFAULT MENU SETTINGS• Single Family• Owner Occupied • Full Doc• Impounded• Purchase
Menus are adjusted as required.
In APPLICATION:• Borrower• Property • Contact Manger• File Status• Notes
Payment of Commissions,
Lender Fees and Buydowns are
Setup here.
Hold your curser over labels for additional
information.
Hold your curser over labels for additional
information.
Minimum information needed for a quick Price
Quote
Required forBorrower
Pre-Qualification
Loan Types That Require Additional
information
Setup Tutorials are available in OM Assistant
Close Financing Wizard
Select an Interest Rate
Select an Interest Rate
Most Borrower Questions are
Instantly Answered when the Rate is
selected
DU 30 Year FixedIs Auto Selected
From the Preferred Lender
See Tutorials for How to Select Your Preferred Lender
Lenders & Loan Types are
modified as required.
Lenders & Loan Types are
modified as required.
Lenders & Loan Types are
modified as required.
Red Alerts call for adjustments
$5,000 Short to Close
$35,000 Available$40,000 Needed
Use MAX LTV Button
To Find Max LTV for each loan type
Solved the Cash to Close but…
There is excess Rebate
Reduce Rate to cure excess rebate
Borrower is $5,000 Short to Close
Excessive Ratios…
Borrower is $5,000 Short to Close
Can be cured with Income Calculator
Reds Alerts are gone. This Pre-Qualification is ready for Business.
APP Button • Borrower• Property• Contact Mgr.• Status• Notes
UPDATE Button Reopens Financing
Wizard.
Top Related