Content Comparison

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1. Click the + icon tile or the orange + button at the top of the screen.
   

   

2. Complete the fields in the New Loan Program Set popup window when it opens.

   1. Name of program: Give the new loan program set a name.

   2. Description: Include a description of the new loan program set.

   3. Type of filter: Select a filter type from the drop-down options that determines when you want the new loan program set to be applied to a flyer in place of the default.

   4. Value: Apply a value for the selected filter.

   5. Click Save to create your new loan program set.
      

      

      
      In this example, the new loan program set is named “SAMPLE PROGRAM.” The “zip code” filter is selected with a value of “75223.” Flyers created for listings that include a zip code of 75223 will have this loan program set applied in place of the default loan program set.
      

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My Rates

Current rates are quickly viewed in AgentConnect because of the direct connection to your Optimal Blue pricing engine. Click My Rates to pull in refreshed pricing. It can take up to 30 seconds to pull in the pricing.

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Rate Trends

1. Click the chart icon while viewing My Rates.
   

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2. This rate trend history for each product compared to the 10-Year Treasury yield will be displayed.
   

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