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Can I “Compare and Share” rates?
Can I “Compare and Share” rates?

compare, share, rate sheet, print, download

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Written by Brad Lister
Updated over a month ago

Absolutely! Add your filters, click on the lender you want to see results from then click the (+) in the right corner of the product card. Navigate back to view other lender results. When you’re ready to compare click the <Compare Products> in the bottom right.

Click on the "Create Report" button on the top right. This will open a screen allowing you to type a message in to your client that will be included on the pdf report.

Type your message and click on "Create Report"

A screen will open up allowing you to download or print the report. Your message will appear at the top of the document.

If you wish to send by email to your client, you can upload the downloaded document into an email and send.

Should you have any questions, please click on the chat bubble.

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