Enriching Lives

Pricing Exception Calculator

Branch Revenue Impact Worksheet

PE Request
$0.00
0.000 bps requested
Branch PE Covering
$0.00
0.000 bps after corporate + LO
Total Branch Revenue
$0.00
after exception & LO comp

Loan & Revenue

Product
Loan Amount $
Margin bps
RM bps
Margin + RM bps Calc
0.000
Gross Rev Calc
$0.00
Fee Income $
Total Gross Rev
$0.00

Pricing Exception Request

PE Request bps
PE Request $ Calc
$0.00

Corporate Support

Corp PE Help bps
Corp PE Help $ Calc
$0.00

Compensation & Lead Source

Self Gen LO Compensation bps
Lead Source
Lead Source Comp bps
Lead Source Improvement bps Calc
0.000
Branch PE Covering bps Calc
0.000
Branch PE Covering $ Calc
$0.00

Exception Coverage Waterfall

Applied in orderbpsAmount
Total Price Exception0.000$0.00
1Corporate Support0.000$0.00
2LO Participationreduced comp0.000$0.00
3Branch Creditremaining0.000$0.00
Total Covered0.000$0.00
Corporate 0% Loan Officer 0% Branch 0%

Branch Results

Gross Revenue before LO Comp Calc
$0.00
LO Comp $ Calc
$0.00
Max Compensation (add back)
Branch Net Income Calc
$0.00
Max comp add back $
Total Branch Revenue
$0.00

Ratio Analysis

LO comp to Rev % Calc
0%
50/50 Ratio % diff Calc
0%
LO comp reduction to 50% of Revenue Calc
$0.00
LO comp share of revenue50% target
Loan Officer / Branch Manager  •  Date
Regional / Area Manager  •  Date
Secondary / Capital Markets  •  Date