ACTUAL Loan Amount on Lead/Deal Screen
Under Review
July 28, 2025
Hi there- sometimes we have a Pre-approval with a certain amount. When we go fort full approval or sometimes after workshopping with the assessor, this amount may be increased or decreased. We don't necessarily want to update Product scenarios each time to match every time but we do want to RECORD the EXACT amount the loan is APPROVED for for our own Metrics.
Sometimes this can be very different and we would just want to see this somewhere in the DEAL under Loan Amount- possibly loan Amount Applied For or Loan Amount Final( or Approved).
Something to that effect. It will then trigger us to understand the differences instead of updating this Products form the Original.