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The My Loan Programs section lets you connect to loan pricing by product. Then you can select the order of products and their pricing examples on your flyers and landing pagesYou can then set up a default pricing set of pricing options for flyers. Pricing can be edited flyer by flyer using the Pricing option when printing a flyer.

The My Rates section provides a quick way to see current rates available for your products from Optimal Blue.

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section Current rates are quickly viewed in AgentConnect because of the direct connection to your pricing engine. You can also create a Rate Quote Sheet from this section.

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How to create a Rate Quote Sheet:

1. Go to My Rates

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2. Click on one of the rates on one of the cards

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3. This will open the Rate Details Panel

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   Click the Print PDF link to print the Rate Quote Sheet

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5. The PDF will generate and display a Download option when the Rate Quote sheet is ready

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   Click download, and the Rate Sheet will open in another browser tab where you can print or download it.

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My Loan Programs

View/Edit My Loan Program Sets

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