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LoanPASS Training

Training videos and documents on LoanPass, Pricing and Comparing Loans, Users, Roles, Pricing Profiles, Rate Sheets, Rules, Data Tables, and Calculations.

CALCULATIONS

Calculations Part 1 - Engine Execution Order

This video covers the sequential process LoanPASS goes through to arrive at a final result on the Price a Loan page.

Calculations Part 2 - Data Types

This video covers how to reference different data types within LoanPASS calculations. Referencing fields and creating calculations will be covered in a different video.

Calculations Part 3 - Functions

​This video covers the most commonly used functions within LoanPASS calculations and how they work.

Calculations Part 4 - Overview

​This video covers features regarding LoanPASS Calculations. This includes calculations order, the show references button, and how to edit and delete calculations among other things.

Calculations Part 5 - Data Tables

This video covers how to connect a data table to a data table lookup in the calculations section of LoanPASS as well as how to handle blank values and other features.

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