Closing cost templates are a template of fees you can create for specific types of loans and/or lenders. For example:
- Conventional Loans
- FHA Loans
- VA Loans
- Construction Loans
- Home Equity Lines of Credit
You create templates once and then access them when creating an open house flyer. When selected from a drop-down list on the 'Fees' screen, the appropriate fee fields will be populated automatically, greatly reducing data entry time.
In addition, Branch Managers, Regional Managers and Client Admins can share closing cost templates with their branch, region or company.