Maximum Professional AdvantageMaximum Professional Advantage PURCHASE SETUP

This tutorial illustrates how to quickly setup a Purchase Scenario

Click the NEW Button to Begin a new Quote or Application

Save or Discard the Current File.

Financing Wizard Appears after the current file is Saved or Closed.

DEFAULT MENU SETTINGS Single Family Owner Occupied Full Doc Impounded Purchase

Menus are adjusted as required.

In APPLICATION: Borrower Property Contact Manger File Status Notes

Payment of Commissions, Lender Fees and Buydowns are Setup here.

Hold your curser over labels for additional information.

Minimum information needed for a quick Price Quote

Required for Borrower Pre-Qualification

Loan Types That Require Additional information

Setup Tutorials are available in OM Assistant

Close Financing Wizard

Select an Interest Rate

Most Borrower Questions are Instantly Answered when the Rate is selected

DU 30 Year Fixed Is Auto Selected

From the Preferred Lender

See Tutorials for How to Select Your Preferred Lender

Lenders & Loan Types are modified as required.

Lenders & Loan Types are modified as required.

Red Alerts call for adjustments

$5,000 Short to Close $35,000 Available $40,000 Needed

Use MAX LTV Button

To Find Max LTV for each loan type

Solved the Cash to Close but…

There is excess Rebate

Reduce Rate to cure excess rebate

Borrower is $5,000 Short to Close Excessive Ratios…

Borrower is $5,000 Short to Close Can be cured with Income Calculator

Reds Alerts are gone. This Pre-Qualification is ready for Business.

APP Button Borrower Property Contact Mgr. Status Notes

UPDATE Button Reopens Financing Wizard.