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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.

RATE SHEETS

Rate Sheets Part 1 - Upload and Download

This video covers how to setup a custom rate sheet to upload into LoanPASS and a few different product setups. It also explains how rate sheets affect versioning and how to download a previously uploaded rate sheet.

Rate Sheets Part 2 - Settings

​This video covers the Rate Sheet Settings options on the Rate Sheets page within LoanPASS.

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