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Rate Sheet Printouts

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This article will discuss the different printouts that you can access from the Rate Sheets Screen:

Sections

  • Accessing Rate Sheet Printouts
  • For Publication - Rate Sheet
    • What is the "For Publication Rate Sheet" for?
    • What is on the "For Publication Rate Sheet?"
  • For Committee - Rate Sheet
    • What is the "For Committee Rate Sheet" for?
    • What is on the "For Publication Rate Sheet?"

Accessing Rate Sheet Printouts

Printouts can be accessed from the "Print" drop-down menu on the upper left-hand corner of the screen. If you need to email the details of a rate sheet, you can hit the "Print" button and attach the PDF that the tool generates to your email.

RateSheetPrintScreen.png

For Publication - Rate Sheet

What is the "For Publication Rate Sheet" for?

The Publication Rate Sheet Printout serves as an overview of the Rate Sheet and all of its encompassing Rate Tables that can be handed out to lenders.

What is on the "For Publication Rate Sheet?"

This Rate Sheet Printout contains at the top the name of the Rate Sheet and its pricing date and your company's logo. Next, each of the Rate Tables follow with the name and assumptions of the rate table listed. For each Rate Table the table itself will contain all of the rates sorted using the methodology listed in the grouping field and will also list any footnotes that were specified for a rate.

RateSheetForPublicationExample-1.png

For Committee - Rate Sheet

What is the "For Committee Rate Sheet" for?

The Committee Rate Sheet contains all of the information that makes up a Rate Sheet including any additional modifications made in the properties tab. This option may not be visible if your administrator has not enabled it.
What is on the "For Publication Rate Sheet?"

The Committee Rate Sheet contains all of the information included in the for publication Rate Sheet while also including any information that may have been hidden that would be important for a committee review. The additional items from the properties page include the rounding information, MarginMonitortm settings, and Rate Sheet availability by region.

RateSheetForCommitteeExample-1.png

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