The Rate Watch module (available in the Lender Module) is a powerful tool for generating possible business. In only a few moments, you can send an e-mail or print out personalized letters that inform your contacts of the effect of an interest rate change on their existing loans.
Press to Mark All records.
Press to Unmark All records.
Enter the Rate to Search.
Press to begin the Search.
Display of Search results.
Enter the minimum amount of difference for the Action Recommendation.
Type the GREATER THAN statement to be merged into the field in the contact document.
Type the LESS THAN statement to be merged into the field in the contact document.
Enter the current interest rate.
Enter the loan term length in years.
Enter the estimated Closing Costs.
Select the approximate Closing Date.