RULES
Rules Part 1 - Overview
Overview of Rule Category, Action Type, Description, Associated Products
Rules Part 2 - Data Types
This video covers how to reference each data type within a LoanPASS rule.
Rules Part 3 - ANY and ALL Groups
This video goes over the ANY and ALL groupings in LoanPASS rules.
Rules Part 4 - Full Examples
This video covers full examples of each LoanPASS rule category as well as what they do on the Price a Loan Page.
Rules Part 5 - Rules and Data Tables
This video covers how to connect rules to data tables within LoanPASS.
Rules Part 6 - Edit and Delete
LoanPASS Rules - How to Edit and Delete a rule along with other editing functionality.
Rules Part 7 - Debugging
This video goes over a couple common errors that can happen when configuring LoanPASS rules.
Rules Misc - State Licensing
This video goes over how to reject certain states within LoanPASS rules either by using multiple conditions or connecting a data table to a calculation data table lookup that is used in a rule.
How To Create Dynamic Field Values in Rules
Users can now add dynamic field values from the Field Library and Calculations sections of LoanPASS and place them into the text field within a rule.
