Loan program templates are a template of terms you can create for specific types of loans.
You create templates once and then users can access them when creating loan proposals or open house flyers to populate the terms on a financing scenario.
In addition, Branch Managers, Regional Managers and Client Admins can share loan program templates with their branch, region or company.
Create loan program templates for:
- Conventional Loans
- FHA Loans
- VA Loans
- Construction Loans
- Home Equity Lines of Credit
- 30 Year Fixed
- 15 Year Fixed
- 5/1 ARM
- 3/1 ARM
The following corporate account settings are available that you can enforce on your account:
1.) Force users to use a pre-defined loan program template instead of entering terms on the 'Terms' screen for loan proposals and/or open house flyers.
2.) Allow non-admin users to create loan program templates