POS - Entering Search Criteria
Point of Sale — Mortgage Search
Entering your Search Criteria
Search Criteria:-
- In the below screen enter the clients Search Criteria, once Search Criteria is completed, click on the 'Security Details Tab:
Security Details
- In the below screen enter the "Security Details" of the Purchase Property and/or any other properties that are to be included as equity,
- Once Security Details have been entered, proceed to the Funding Details Tab.
Funding Details
- The Funding Details Tab is where you will complete Complete Loan Splits, Loan Values & Funds to perform complete calculations.
- Once you have completed the Funding Details proceed to the 'Loan Details' Tab.
Loan Details
- The Loan Details tab is where you can select loan attributes, repayment options and rate details.
- Once information has been completed in the Loan Details Tab, proceed to the 'Capacity Tab'.