Campaigns

Select campaign from the dropdown in Initiate a campaign tab

Select the format, and number of prospects

If new leads, please select campaign area and prospect’s attributes

Data will be purchased, fields matched, and campaign upload into your campaigns page

Create and upoad 4 loan scenarios

Mortgage fields in a  template

Real estate fields in a template

Mortgage example

Real estate example

Loan-options

Below are the loan options that can be created in the loan library, with up to 4 can be offered to borrowers:

  • 30-year fixed, qualified mortgage, purchase with 20% down
  • 30-year fixed, qualified mortgage, purchase with 15% down
  • 30-year fixed, qualified mortgage, purchase with 10% down
  • 30-year fixed, qualified mortgage, purchase with 3% down
  • 5/1 ARM, qualified mortgage-choice of down payment
  • 30-year fixed, bank statement, purchase with 20% down
  • 30-year fixed, bank statement, purchase with 20% down, interest only
  • FHA fixed, purchase with -3.5% down
  • FHA adjustable, purchase with -3.5% down
  • FHA 203k, purchase with -3.5% down
  • FHA refinance, cash-out fixed
  • FHA purchase with cash-out ARM
  • 30-year fixed, qualified mortgage, purchase with 20% down
  • 30-year fixed, qualified mortgage, purchase with 15% down
  • 30-year fixed, qualified mortgage, purchase with 10% down
  • 30-year fixed, qualified mortgage, purchase with 3% down
  • 5/1 ARM, qualified mortgage-choice of down payment
  • 30-year fixed, bank statement, purchase with 20% down
  • 30-year fixed, bank statement, purchase with 20% down, interest only
  • FHA fixed, purchase with -3.5% down
  • FHA adjustable, purchase with -3.5% down
  • FHA 203k, purchase with -3.5% down
  • FHA refinance, cash-out fixed
  • FHA purchase with cash-out ARM

Pre-desigined Templates

PDF and responsive email templates

  • Mortgage only purchase
  • Trigger purchase
  • FHA purchase
  • Mortgage & Realtor multi property
  • Mortgage & Realtor single property
  • 2 properties real estate only
  • Mortgage with 2 properties, one agent
  • CalFHA forgivable purchase
  • Purchase with 2nd down payment option
  • Owner occupied refinance
  • Non-owner-occupied refinance
  • ARM to fixed refinance
  • Trigger refinance
  • FHA refinance
  • FHA purchase
  • FHA to conventional refinance

Estimated loan cost templates

  • Refinance 
  • FHA purchase
  • Purchase
  • Single property
  • Two properties
  • Multi properties

Refinance-field-options

  • Loan amount
  • Estimated home value
  • Equity
  • Mortgage type
  • Current rate
  • FICO (TransUnion/Experian only)
  • Current rate
  • Payment including loan costs
  • APR
  • MIP (FHA loan)
  • Cash out rate
  • Noncash out rate
  • FHA refinance
  • FHA streamline
  • Rental property address
  • ARM option
  • Interest only
  • Full index ARM payment
  • Estimated loan costs

Purchase-field options

  • Renter status
  • Investor status
  • Income 
  • FICO (TransUnion/Experian only)
  • 2nd loan
  • Multi down payment options
  • Approximate loan costs
  • Borrower and lender paid rate options
  • QM and non-QM loan options
  • 3/2/1 rate buydown options
  • FHA purchase
  • FHA loan limit field
  • UPMIP and MIP fields
  • Fully indexed ARM payments

Firm Offer of Credit

In return for providing  personal data on borrowers, TransUnion and Equifax require mortgage lenders to offer a Firm Offer
of Credit to borrowers