b.o.l.t. training · 8/7/2018 · mountain west financial, inc. - b.o.l.t. training - lesson 07...
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B.O.L.T. TRAINING
Mountain West Financial, Inc. - B.O.L.T. Training -
Lesson 07 - QuickPricer
01-JAN-19Lesson 07 - QuickPricer
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
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.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “QuickPricer”.1.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “Launch Quick Pricer”.2.
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.
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.
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.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “Price”.6.
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.
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.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Generating A Loan Comparison
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.
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer
Click “Compare (X) Pinned Results”.2.
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.
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
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