Branch Comp & PE Calculator

Branch Manager Tools

Branch margin waterfall and concession analysis. Branch manager access only.

Loan Parameters

Loan Officer

Select LO

Loan Details

Loan Amount

Channel

Lead Source

Loan Type

Pricing Exception Request

Branch Concession (%) — from rate sheet

Branch Overhead (Monthly — auto-filled)

Systems & Overhead

Payroll Tax Rate (%)

Direct Loan Costs (bps)

Comp & Margin Analysis

Select an LO and enter a loan amount to see results.

Revenue
Gross Pricing Margin
Comp Costs
LO Comp
LOA Comp
Corp Margin
Processing Fee brokered only · pass-through on non-del
Branch Comp Costs
Branch Margin
Branch Gross Margin
Payroll Taxes
Direct Loan Costs
Systems & Overhead

Branch Manager Access Only