b.o.l.t. training · 8/7/2018 · mountain west financial, inc. - b.o.l.t. training - lesson 07...
TRANSCRIPT
![Page 1: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/1.jpg)
B.O.L.T. TRAINING
Mountain West Financial, Inc. - B.O.L.T. Training -
Lesson 07 - QuickPricer
01-JAN-19Lesson 07 - QuickPricer
![Page 2: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/2.jpg)
In This Training We Will Discuss
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
• Running A Scenario Before The Loan Is Created in B.O.L.T.
• Generating A Loan Comparison
![Page 3: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/3.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Running A Scenario Before The Loan Is Created in B.O.L.T.
![Page 4: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/4.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “QuickPricer”.1.
![Page 5: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/5.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “Launch Quick Pricer”.2.
![Page 6: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/6.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
In the Property & Loan Info section, complete all required fields (indicated by a red “x”).3.
![Page 7: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/7.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
In the Property & Loan Info section, complete any additional fields that pertain to the scenario.
4.
![Page 8: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/8.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
In the Results Filter section, select the filters that will be applied to the scenario.5.
![Page 9: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/9.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “Price”.6.
![Page 10: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/10.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
If Desired Results Are DisplayedLook under “Eligible Loan Programs” for available Programs and Rates.7-A.
![Page 11: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/11.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
If Desired Results Are Not DisplayedLook under “Ineligible Loan Programs” to display reasons why Programs are Ineligible. Expand each section by clicking the “+” sign.
7-B.
![Page 12: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/12.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Generating A Loan Comparison
![Page 13: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/13.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “Pin” for each Program/Rate wanting to be compared.1.
![Page 14: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/14.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “Compare (X) Pinned Results”.2.
![Page 15: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/15.jpg)
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “Send Report to Borrowers” to send the report to the Borrower(s) and/or yourself.3.
![Page 16: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible](https://reader035.vdocuments.us/reader035/viewer/2022071002/5fbfa52abbb7a449dc3139a0/html5/thumbnails/16.jpg)
THANK YOU FOR VIEWINGFor further B.O.L.T. Training, please visit https://www.mwfwholesale.com
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer