Skip to main content

How to Price a Loan in the Portal - LendingPRO

How to Price a Loan in the Portal - Update the Loan Scenario and Get Pricing

Updated over a year ago

NAVIGATION

Price a Loan – This tab will allow you to price a Loan Scenario

Loan Scenario – Select your inputs from the drop-down menu the information in the required fields

Save a Loan Scenario – Click the button next Loan Scenario. Here you can name and save your scenario.

Lock Terms – Select your lock terms from drop-down menu

Get Pricing – Click Get Pricing once all the information is complete

Select the Lock Terms: 30 days (typical)

Save the Loan Scenario so you can return to this pricing view at a later time.

*Note: this does not submit the loan for initial review and does not register the loan

Get Pricing – After you click Get Pricing, your pricing options will display. Click on the check mark to select your desired pricing.

Pricing Snapshot – Once your desired pricing is chosen, a snapshot of your Final pricing will pop up.

Ineligible – By hovering over the Ineligible icon "i", you can see if there are any ineligible reasons why the loan cannot be priced. You may need to review all of the loan terms to obtain eligible pricing.

Please reach out to your Account Executive if you have any issues on pricing.

Did this answer your question?