b.o.l.t. training · 8/7/2018 · mountain west financial, inc. - b.o.l.t. training - lesson 07...

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B.O.L.T. TRAINING Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 - QuickPricer 01-JAN-19 Lesson 07 - QuickPricer

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Page 1: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

B.O.L.T. TRAINING

Mountain West Financial, Inc. - B.O.L.T. Training -

Lesson 07 - QuickPricer

01-JAN-19Lesson 07 - QuickPricer

Page 2: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

In This Training We Will Discuss

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

• Running A Scenario Before The Loan Is Created in B.O.L.T.

• Generating A Loan Comparison

Page 3: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

Running A Scenario Before The Loan Is Created in B.O.L.T.

Page 4: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

Click “QuickPricer”.1.

Page 5: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

Click “Launch Quick Pricer”.2.

Page 6: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

In the Property & Loan Info section, complete all required fields (indicated by a red “x”).3.

Page 7: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

In the Property & Loan Info section, complete any additional fields that pertain to the scenario.

4.

Page 8: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

In the Results Filter section, select the filters that will be applied to the scenario.5.

Page 9: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

Click “Price”.6.

Page 10: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

If Desired Results Are DisplayedLook under “Eligible Loan Programs” for available Programs and Rates.7-A.

Page 11: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

If Desired Results Are Not DisplayedLook under “Ineligible Loan Programs” to display reasons why Programs are Ineligible. Expand each section by clicking the “+” sign.

7-B.

Page 12: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

Generating A Loan Comparison

Page 13: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

Click “Pin” for each Program/Rate wanting to be compared.1.

Page 14: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

Click “Compare (X) Pinned Results”.2.

Page 15: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

Click “Send Report to Borrowers” to send the report to the Borrower(s) and/or yourself.3.

Page 16: B.O.L.T. TRAINING · 8/7/2018 · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 07 QuickPricer 01- JAN 19 If Desired Results Are Not Displayed Look under “Ineligible

THANK YOU FOR VIEWINGFor further B.O.L.T. Training, please visit https://www.mwfwholesale.com

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 07 - QuickPricer

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