In this guide:

Top Tool Bar (dark blue bar)

Second Tool Bar (light blue bar)

Show Details pop out sidebar

There are two tool bars within the Scheme Results screen. Full information on the functionality is displayed below.

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Top Tool Bar (dark blue bar)

Sourcing Brain logo – takes the user back to the Home page

Hello XXXX – displays the name of the person who is logged into the software

Log out – closes down Sourcing Brain and takes user back to log in screen

Profile logo – contains:

  • Settings

  • Password

  • Help

  • Support

  • About

Calculator logo – offers a variety of different calculators

Home – takes the user back to the Home page

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Second Tool Bar (light blue bar)

  • Start Again – takes the user back to the Start tab to change criteria such as Purchase Type or Lender Panels

  • Add Scenario – creates a second and subsequent tabs for sourcing, as shown above with Scenario 1, Scenario 2

  • Amend Scenario – allows the user to change filters for the current scenario tab displayed

  • Best Buys – display the top 5 schemes that fit the client’s criteria based on cost over period. These can be selected on either 2, 3, 5 years or Fixed, Tracker or All

  • Group – can be used to group any of the data in the scheme list into a specific grouping display, such as Initial Rate or Lender or your own choice of column grouping

  • Advanced Filters – applies to all calculated columns. Filtering can be carried out to remove schemes based on the parameters applied within the advanced filters box

  • Lender Notes – displays the lender’s underwriting criteria

  • Print – offers the ability to print out the scheme list results

  • Exclude – allows the ability to manual exclude individual schemes and prompts the user for an explanation which is then recorded in the Product Selection Report. You must select the schemes by ticking the box in the left hand column first.

  • Compare – provides the ability to compare schemes across individual or multiple scenarios. Any number of schemes can be compared on screen. Scheme comparison can be printed but is limited to four schemes to enable it to be displayed on one A4 sheet of paper

  • View Unmatched – shows the schemes that have been excluded from the client search and the criteria that has prevented them from being matched to the client’s requirements

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Show Details pop out sidebar

The Show Details function will pop out a side bar with further information on the schemes, underwriting criteria, proc fees, Criteria Brain and Affordability Brain. Further details are documented below.

  • Details – provides loan details, scheme details, product requirements and attributes on the scheme that is highlighted within the scheme list

  • Fees and Rates – displays the fees and rates associated with the highlighted scheme

  • Criteria Brain – if Criteria Brain has been used during the source, then this displays the filters selected and the lender’s criteria/policy notes regarding them. An additional column is displayed in the scheme list titled Criteria Match

  • Affordability Brain – if Affordability Brain has been used during the source, this displays information on the data used within the lender’s affordability calculators. An additional column is displayed in the scheme list titled Affordability Result

  • Mortgage Payment Stress Test – if the client’s monthly affordable mortgage amount was entered within the Sourcing tab, then this will contain information on whether the mortgage is affordable to the client based on stress tested percentages

  • Notes – displays specific scheme notes for the highlighted scheme

  • Proc Fees – displays a list of proc fees for all distribution channels (this is Corporate controlled so may not be visible for all brokers)

  • Graphing – provides the ability to visually demonstrate the impact of flexible payments or offset calculations. It contains a graph and payment schedule which can be saved back to the client file

  • Quick Calc – coming soon. It will allow the demonstration of the impact of an increase in loan amount or rate increase based on set increments

  • Illustration – links of to the illustration and supporting documentation production

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