How to Create a Quote – Cloudvirga

Overview:

Users are able to Create Quotes to compare a single or multiple loan products within the Product pricing page. All quotes which are created will be stored in "Quotes" queue and accessible at any time by clicking on the Quotes icon within the black head bar. All generated "Quotes" will create a Detailed Loan Comparison report that will be visible through PDF.

Details:

To Create Quote, start by check marking the rate options you would like to compare on the report. They will automatically appear in the section above the grid.

To select which of those options you would like displayed on the Detailed Loan Comparison Report, checkmark the box to the right of the apply/update button [You may select up to five options]. Then click the blue Create Quote button.

Once the system has generated the quote, a Quote popup will appear with all historical quotes created.

This will reveal the PDF icon. Press that icon to download a copy of the report to your desktop. You may now preview the report and then attach it in an email to your borrower with your own custom message.

"Quotes" queue and accessible at any time by clicking on the Quotes icon within the black head bar.

With each quote, the first page will be a summary of all the options selected while each subsequent page will break down in detail each of those options.