Up to 4 QM and Non-QM options loan options can be offered. New loan options can be created, or existing options edited

The table below is for both purchase and refinance. Conforming, High balance or Jumbo rates will be dynamically selected, and offered to a borrower, based on their zip code and the Fannie/Freddie/FHA 2023 loan limits

Refinance

• Select the type and terms of loans, your current rates, and rebates offered for your conforming, high balance, and jumbo loan options
• Rebate is used to reduce loan costs, and calculate APR
• Input the maximum loan amount offered ($3,000,000 as an example)
• If an ARM is an option, please input the full index rate
• Check the boxes to create your loan options
• Check interest only if offering an interest only option

Purchase

• Select the type and terms of loans, your current rates, and rebates offered for your conforming, high balance, and jumbo loan options
• If a loan option includes a 2nd, please insert the terms, rate and check the second payment box
• Input the down payment percentage
• Check the boxes to create your loan options
• Check interest only if offering an interest only option
• If an ARM is an option, please input the full index rate