Download PDF
Download PNG
Print
Reset to defaults
Enriching Lives
Pricing Exception Calculator
Branch Revenue Impact Worksheet
Borrower
Loan Number
Branch
Loan Officer
NMLS #
Date
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
C30
C25
C20
C15
F30
F15
V30
U30
J30
ARM 7/6
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
in House
Self Gen
Corporate Lead
Realtor Referral
Builder
Repeat Client
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 order
bps
Amount
Total Price Exception
0.000
$0.00
1
Corporate Support
0.000
$0.00
2
LO Participation
reduced comp
0.000
$0.00
3
Branch Credit
remaining
0.000
$0.00
Total Covered
✓
0.000
$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 revenue
50% target
Exception Justification / Notes
Requested By
Loan Officer / Branch Manager • Date
Branch Approval
Regional / Area Manager • Date
Corporate Approval
Secondary / Capital Markets • Date
All rate inputs are expressed in basis points (1 bp = 0.01% of loan amount). Internal use only. Figures are estimates based on inputs at time of preparation and are subject to final lock, pricing and audit review.
Supreme Lending · Enriching Lives
Generated —