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The My Loan Programs and My Rates sections connect to your organization's pricing of choice, Optimal Blue or Mortech.
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Sections
The My Loan Programs section lets you connect to loan pricing by product. You can then set up a default pricing set of pricing options for flyers. Pricing can be edited flyer by each flyer using the Pricing option when printing a flyer.
The My Rates section Current rates are quickly viewed in AgentConnect because of allows you to quickly view current rates through 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:
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Go to My Rates
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Click on one of the rates on one of the cards
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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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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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Click the chart icon while viewing My Rates.
This rate trend history for each product compared to the 10-Year Treasury yield will be displayed.
How to Create a Rate Quote Sheet
Navigate to My Rates.
Click a rate on one of the cards.
The Rate Details Panel opens.
Click the Print PDF link to print the Rate Quote Sheet.
Click Download when the Rate Quote sheet is ready.
The Rate Sheet will open in another browser tab where you can print or download it.
