1. Maximum Professional AdvantageMaximum Professional Advantage PURCHASE SETUP

2. This tutorial illustrates how to quickly setup a Purchase Scenario

3. Click the NEW Button to Begin a new Quote or Application

4. Save or Discard the Current File.

5. Financing Wizard Appears after the current file is Saved or Closed.

6. DEFAULT MENU SETTINGS Single Family Owner Occupied Full Doc Impounded Purchase

7. Menus are adjusted as required.

8. In APPLICATION: Borrower Property Contact Manger File Status Notes

9. Payment of Commissions, Lender Fees and Buydowns are Setup here.

10. Hold your curser over labels for additional information.

12. Minimum information needed for a quick Price Quote

13. Required for Borrower Pre-Qualification

14. Loan Types That Require Additional information

15. Setup Tutorials are available in OM Assistant

16. Close Financing Wizard

17. Select an Interest Rate

19. Most Borrower Questions are Instantly Answered when the Rate is selected

20. DU 30 Year Fixed Is Auto Selected

21. From the Preferred Lender

22. See Tutorials for How to Select Your Preferred Lender

23. Lenders & Loan Types are modified as required.

24. Lenders & Loan Types are modified as required.

26. Red Alerts call for adjustments

27. $5,000 Short to Close $35,000 Available $40,000 Needed

28. Use MAX LTV Button

29. To Find Max LTV for each loan type

30. Solved the Cash to Close but…

31. There is excess Rebate

32. Reduce Rate to cure excess rebate

33. Borrower is $5,000 Short to Close Excessive Ratios…

34. Borrower is $5,000 Short to Close Can be cured with Income Calculator

35. Reds Alerts are gone. This Pre-Qualification is ready for Business.

36. APP Button Borrower Property Contact Mgr. Status Notes

37. UPDATE Button Reopens Financing Wizard.