Loan Comparison: Accessing Existing Reports

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Once you have input your client’s property information and add their first loan within the Loan Comparison tool, the scenario will automatically be saved. 


Loading an Existing Loan Comparison Report

  1. Hover over the Loan Advisor tab at the top of the page. 
  2. Click Purchase under Loan Compare.
  3. Click Saved Scenarios which is located under the search bar. 

  1. Click on the bubble of the report you would like to access. You can also quickly find a report by typing in the name in the search bar at the top.
  2. Once you select the report you want to review, click Load in the bottom right hand corner of the page. 

Deleting Loan Comparison Reports

In order to delete previous reports within the Loan Comparison tool, follow the steps below:

  1. Click Saved Scenarios.
  2. Click Delete next to the loan you would like to remove.
  3. A window will appear, asking if you are sure you want to permanently delete the scenario.  Click Delete to confirm your choice or click Cancel to return to your Saved Scenarios.

Have questions or want to learn more? Submit a ticket or call us today!

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