Scenarios are created when you enter new search parameters and select the Save Scenario button. You can save scenarios independently or associate them with a contact by entering a new contact or selecting an existing contact from the drop-down menu.
The scenario name is pre-filled with the loan type, amortization type, Term and LTV by default and can be changed at any time.
The Action drop-down menu provides access to the following functions:
- Re-price Scenario: select to quickly get an updated best execution for the scenario
- View All Results: takes you directly to the Search Results page with current pricing for that scenario
- Edit Scenario: takes you to the Search page pre-filled with the scenario
- Delete Scenario: permanently deletes the scenario
To delete more than one scenario at a time, select the checkbox for the scenarios you wish to delete and click the Delete Selected button.