Rate Watch


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.

Rate Watch screen


Find Transactions

Find Transactions screen.

1.

Press to Mark All records.

2.

Press to Unmark All records.

3.

Enter the Rate to Search.

4.

Press to begin the Search.

5.

Display of Search results.


Action Recommendation

Action Recommendation screen.

1.

Enter the minimum amount of difference for the Action Recommendation.

2.

Type the GREATER THAN statement to be merged into the field in the contact document.

3.

Type the LESS THAN statement to be merged into the field in the contact document.


Projected Information

Projected Information screen.

Rate:

Enter the current interest rate.

Term:

Enter the loan term length in years.

Closing Cost:

Enter the estimated Closing Costs.

Closing Date:

Select the approximate Closing Date.