Your Rate Menu: Canva Template
SKU:
002
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As a Loan Officer I find it difficult to give my Real Estate Advisor/Agents an update on rate that is timely and accurate. I created this template in Canva and update it each week with the same factors. This allows everyone to have an accurate understanding on the rate market.
You will need to use this as a Canva Template for your own use per week.
*Be sure to run this document through your compliance officer at your office to determine that it is in fact compliant prior to providing to your agents and update the conditions on the bottom to fit your personal needs.
Hope you are able to develop consistent leads from this tool.
- Each week I log into Optimal Blue and price out the same file per loan type
- Update the rate, price, and ARP
- I change the date
- I change the image on the left side to help differentiate each weekly update
- Download as a PDF and send out my weekly update
You will need to use this as a Canva Template for your own use per week.
*Be sure to run this document through your compliance officer at your office to determine that it is in fact compliant prior to providing to your agents and update the conditions on the bottom to fit your personal needs.
Hope you are able to develop consistent leads from this tool.