Utilize Scenario Builder within the LoanHub/MyKey Online Application to perform quick calculations and pre-qualifications, pre-approvals, create Initial Fee Worksheets, create side by side comparisons, and even restructure loans in the process. Email worksheets and comparisons directly to your borrowers from the system. Then push the scenario back into LoanHub/MyKey Online App for your team to work on it.
Table of Contents
- Scenario Builder Job Aids + Demo Video
- Expanded Scenario Builder Job Aid + Demo Video
- Sample Fee Worksheets
Scenario Builder Job Aids + Demo Video
Job Aids
- Creating a Fee Sheet in Scenario Builder job aid
- Adding Additional Scenarios in Scenario Builder
- Subordinate Financing in Scenario Builder
- Refinance Optimized Process Flow in Scenario Builder job aid
Simple Scenario Builder Demo
0:04 - Accessing Scenario Builder
0:27 - Introducing the Scenario Builder screen layout
0:56 - Creating/copying a scenario
- 1:26 - Renaming your scenario & editing scenario information
- 2:38 - Requesting an MI quote in Scenario Builder
- 4:00 - Adding comments to the Fee Sheet
- 4:27 - Pricing scenario with Sherlock
5:26 - Fee Worksheet Readiness & editing fee screens
- 5:41 - Non-Recurring Fees
- 5:50 - Editing your Fee Preferences in Scenario Builder
- 7:20 - Misc & Real Estate Fees
- 8:22 - Recurring Fees
- 8:51 - Adjustments and Other Credits
- 9:28 - Fee Worksheet Readiness is complete
9:33 - Previewing the Fee Worksheet
10:23 - Duplicating a scenario for a side-by-side comparison
13:02 - Pushing the created scenario into LoanHub
13:35 - Generating a Pre-Approval Letter
14:57 - Closing Scenario Builder to return to LoanHub
Expanded Scenario Builder Job Aid + Demo Video
Job Aid
Expanded Scenario Builder Demo
0:15 - Copying the credit reference number from the original parent file
1:05 - Accessing the Scenarios tab in LoanHub to enter Scenario Builder
1:10 - Examples of using Expanded Scenario Builder
1:30 - Creating an Expanded Scenario
- 1:36 - Importance of duplicating the Current Loan when creating an Expanded Scenario
- 2:16 - Renaming your Expanded Scenario
- 2:47 - Accessing Expanded Scenario Builder & 700 series loan numbers
- 3:58 - Running AUS
- 4:20 - Reissuing the credit reference number from the original parent file
- 5:10 - Confirming the borrower still qualifies with the selected scenario
- 5:27 - Editing the Fee screens
5:50 - Exiting Expanded Scenario Builder to enter Simple Scenario
6:13 - Fee Worksheet Readiness is complete
6:17 - Previewing the Fee Worksheet
6:43 - Pushing the Expanded Scenario into LoanHub
7:02 - Deleting an Expanded Scenario
Sample Fee Worksheets
Initial Fee Worksheet example
Loan Comparison Summary example
