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Tips and Tricks

Tips and Tricks

Enhance your workflow and efficiency with our Tips and Tricks

QuickQual

Send a sample QuickQual to an agent

Change, add, and remove an agent from a QuickQual

Leverage QuickQual as a marketing tool towards Real Estate Agents!

Navigate the Filter and Sort function in QuickQual

How to account for new maximum loan limits in QuickQual

Adjust Interest Rates in QuickQual

How to Disable or Expire a QuickQual

When to Adjust Max LTVs in QuickQual

Generate a PDF of Closing Costs

Updating your User Profile

Create a Unique Loan Program in QuickQual

Adding Multiple Scenarios to a QuickQual

Updating Your QuickQual Email Template

Adding in Different Kinds of Grants to a QuickQual

How to Control Who Can Generate Letters in QuickQual

Manage and Change a Borrower's QuickQual Pin

Tiered Mortgage Insurance Rates in QuickQual

Aligning QuickQual Expirations with Credit Report Expiration

Issuing Pre-Qualification and Pre-Approval Letters Yourself

How to Save QuickQual on Your Phone's Home Screen

Update Fees and Input Additional Credits

How Agents Experience QuickQual

How Seller Concessions Work

Secondary Financing and Grant Repayment

Update an Existing QuickQual's Boundaries

Understanding the View QuickQual Details Page

Present Borrowers with Multiple Rates in a Single QuickQual

Reactivate an Expired QuickQual

Translate a QuickQual Calculator to Spanish

Account for More Than Two Borrowers in a QuickQual

Using QuickQual Without Sharing With a Borrower or Agent

Introducing QuickQual to Borrowers: Leveraging Your Email Template

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Digital Business Card

How To Customize Your Digital Business Card

Instructing Agents to Save your Digital Business Card to their Phone

Digital Business Card Basics

Update Your Digital Business Card Headshot

Save the Digital Business Card to Your Home Screen

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