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