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Erin Hussey

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Tuesday Training

Posted by Erin Hussey on Feb 24, 2015 1:00:00 PM

Is your company using Marksman for lead management? Did you know you can run reports on your company’s leads as an administrator? Our reports tool enables you to evaluate productivity and track activity for different lead sources and/or users. You can also create a customized report using any of the prospect fields combined with the date range you choose.

 

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Tuesday Training Tips - February 17th, 2015

Posted by Erin Hussey on Feb 17, 2015 12:50:00 PM

Looking to make your pricing even more accurate? Ensure you have closing fees built into your Marksman pricing.  When you add closing fees to your pricing structure in Marksman, we will calculate the APR in the rate results, you can easily print off fee estimates, and all of your compliance fee calculations will pass accurately. You can even set up specific fee groups according to investor, product type, state, branch, or loan type.

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Tuesday Training Tips - February 10th, 2015

Posted by Erin Hussey on Feb 10, 2015 1:00:00 PM
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Every time you price out a loan in Marksman with an LTV that is greater than 80%, we will calculate the MI for you. If you are pricing BPMI, we will use best ex pricing between the MI companies you have added in your account. Once the scenario has been run, you can navigate to the Base Info tab which will show you both the premium and estimated monthly amount based on the specific loan scenario you have entered.
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Tuesday Training Tips - February 3rd, 2015

Posted by Erin Hussey on Feb 3, 2015 12:56:00 PM
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Are you using lead management tools in Marksman? If you are saving borrower files and working through the loan process in our system, we have many tools that will assist in both keeping that process organized and keeping your customer in the know. Marksman allows you to create your own customized loan statuses based on your company’s workflow so that you will always know exactly where in the process you are with each file. You can also trigger emails and even run reports based on those statuses.
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Tuesday Training Tips - November 25th, 2014

Posted by Erin Hussey on Nov 25, 2014 1:00:00 PM

If you are having issues finding a specific product that is offered by one of your investors, you can use the Product Cross Reference tool, which is found either on the left side of the rates page or under the Help tab in the toolbar. This tool allows you to search products by investor and offers a side by side list of the investor product name with the corresponding Marksman product name.

 

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Tuesday Training Tips - November 17th, 2014

Posted by Erin Hussey on Nov 18, 2014 1:00:00 PM

Want to include a specific rebate amount in your pricing for a loan scenario? You can enter a rebate as either a dollar amount or a percentage and Marksman will calculate that amount into your rate and price. The rebate field is located in the bottom left side of the loan criteria tab on the rates page.

 

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