Rate estimate
Products
Gives a borrower an indicative rate from a short conversation, before any application exists.
- Used when
- At the top of the funnel, where someone wants a number before they will give a full application.
- Collects
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- Enough of the loan shape to price it — amount, property value, purpose and occupancy.
- A credit range, self-reported rather than pulled.
- Returns
-
- The estimate, and the message that presents it to the borrower.
- Hands off
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- Pricing — an actual price against the collected terms
- Evidence
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bot-personalized-rate-estimatebot-personalized-rate-estimate-calculatorbot-personalized-rate-estimate-collectorbot-personalized-rate-estimate-result-message
Others in Products
- Application document
- Assets
- Co-borrower invitation
- Contact details
- Correction
- Credit
- Declarations
- Demographic details
- Employment and income
- Frequently-asked questions
- Gifts and grants
- Liabilities
- Loan lookup
- Military service
- Mortgage details
- Other income
- Personal identity
- Preapproval letter
- Pricing
- Real estate owned
- Residency
- Self-employment income
- Workspace assistant