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Grouping by Lender

Rate Grouping, Lender Sort, Comparing

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Written by Brad Lister
Updated over 3 years ago

We’ve made some changes on Lender Spotlight to help you get the right results more easily. Product results are now grouped by Lender. With all the rate options out there, we wanted it to be easier to figure out which lender will provide the best options for your client.

As you use the filters, the lenders with available products will display. If you want to see what those products are, click on the lender card and it will open the results for your review. You can add them to “Compare and share” here, by clicking the (+) on the card. If you want to return to other lender results, simply click on “Back to Lenders” at the top of the rate area to keep reviewing your results.

Before you open up the results or if you are not sure which lender to look at first, be aware that the lender cards will change dynamically as you continue to filter. The lowest rate available will always display in the product results as well as the number of products that meet your criteria. You can also sort those lender cards by rate or by the lender itself.

TIP: Don’t forget to add the product cards that you wish to Compare as you review lender rate results. You’ll be able to view product details and policies together. When you’ve selected the cards you want to compare, click <Compare Products>. When you’re ready, you’ll be able to share by creating a report.

Should you have any questions please click the chat bubble for help

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