Dynamic Markups and Rounding

This guide explains how to create a dynamic markup strategy. This includes keeping a percent of rebate as profit, creating an exact par price, or markups based on pricing grid variables such as rate, lock period or price, as well as markups based on search criteria such as loan amount, FICO, purpose, and many others. This also includes a final price rounding strategy. Within this screen, you will see the existing dynamic strategies. You can view and edit these existing strategies, or you can create a new markup strategy.

Dynamic Markups and Rounding User Guide

This video explains how to create a Dynamic Markup; including keeping a % of rebate as profit, creating an exact par price, markups based on pricing grid variables (rate, lock period, etc.) and markups based on search criteria (loan amount, FICO, purpose, etc.) as well as final price rounding.