ORIGINATORMAXMaximum 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.

Hold your curser over labels for additional

information.

Minimum information needed for a quick Price

Quote

Required forBorrower

Pre-Qualification

Loan Types That Require Additional

information

Setup Tutorials are available in OM Assistant

Close Financing Wizard

Select an Interest Rate

Select an Interest Rate

Most Borrower Questions are

Instantly Answered when the Rate is

selected

DU 30 Year FixedIs 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.

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.