You are now able to email pricing scenarios directly to your email by accessing the Quick Pricer under the broker's account. You can only send it to one email address at a time, but the AE will receive a copy of the email sent to the broker as well.
Click on “Quick Pricer” from the top menu and price out your scenario.
Click on the rate you want and click the email button.
Enter the first and last name of the borrower the quote is meant for and the email address of the person you wish to receive the pricing quote. Once the required fields have been completed, click “Send Email”. This function will also automatically send a copy of the email and scenario PDF to the AE assigned to the account as well. If the broker decides to utilize this function by logging into the portal directly, the AE assigned to the account will receive a copy of the email that the broker sends. That email will have a signature line with the broker’s name and their company, so that the AE can follow up on the scenario with the broker directly.
This is what the email looks like and the email address it is coming from.
Need more help? Chat with our Portal Support team by clicking the chat bubble in the lower right corner of your screen.
