The Offer List - Creating an Offer for One Product

Assuming that the borrower's financial situation (see tab Clients) and future property (see tab Properties) have been filled in, you can now create a mortgage offer tailored to the loan request of the borrower.

First, in the Offer List tab, click on the Create Offer, this will create a new and empty mortgage offer. To populate the mortgage offer, click on Add products button, this will create a new and empty mortgage offer.

Once done, the product explorer will open up, which will give you an overview of all the products that your company proposes.

In here, you will be able to filter the possible loans on basis of the duration, variability, etc. thus fine-tuning your search.  On the bottom of the offer, you can find additional metrics that calculate the DTI, LTV and cash surplus of a loan. 

Press on the "+" icon to add the specific product to your loan offer.