Step One: From inside the loan using the menu on the left side of the screen, click Programs.

Step Two: In the top left corner, click on the dropdown menu to select the desired program. The calculator next to the program type indicates that you allow access to your borrower.

Step Three: In order to adjust the restrictions on the loan, scroll down to Restrictions, and enter in the guidelines for this specific loan. The customer must stay inside the guidelines you set in order to have Qualified Status.

Step Four: Below Restrictions, under Other Fees you can adjust the MI Factors on a loan.

Step Five: You can also select the chosen Pre-Approval Letter under Pre-Approval Letter Template by using the dropdown menu.

Step Six: Make sure to Save Changes.

Step Seven: Go back to the loan, scroll down to Calculation and make sure the loan type matches. If your loan type does not match, you will get a Not Qualified status.

Step Eight: In order to fix the loan type, under Calculation click Edit Loan.

Step Nine: A box will pop up, under the dropdown menu for Loan Type, change the loan type to the chosen loan type. Click Save.