Setup - Loansifter

LoanCatcher℠ clients that want to reflect the LoanSifter pricing in the Product & Pricing Engine (PPE) must first complete certain actions in Loansifter before pricing is available in the LoanCatcher℠ LOS and PPE.

  1. Access Loansifter.

  2. Log in to Loansifter using Loansifter credentials and password.

    Loansifter log in screen

  3. Click the Help icon at the bottom left corner.

    help icon and open screen

  4. Click the Administration User Guide.

    Adminstration user guide screen

  5. Access the Setup instructions for initial Product & Pricing Engine (PPE) setup and/or changes.

    This guide provides setup instruction for the following:

    • Managing Investors (turning on/off investors, managing products etc.)

    • Managing Licensed States

    • Managing Loan Office Compensation

    • Price Manager (building pricing rules)

    • Fee Manager (creating fees)

    • General Administration (adding branches, customizing investors by branch, etc)

LoanCatcher℠ PPE mirrors the Pricing setup from Loansifter.

Once all setup or changes are completed, return to LoanCatcher℠ and all pricing is reflected in the LoanCatcher℠ LOS and PPE