FAQ's
I can't log in
You probably changed your password or user ID (email address). If you change either one, the system needs time to reset itself. Wait 15 minutes and then try.
Should I use characters like commas, dollar signs, etc...?
Using characters such as commas, dollar signs, etc... can cause errors. For the most part, don't use them EXCEPT when adding a customized selection into any Current List Box other than Liabilities. For example, adding a loan benefit that reads: Monthly savings of $400 per month ... is ok.
Should I replace or delete the 0.00 in any of the fields?
No. $0 is recognized in pitchSIMPLE as 0.00. Changing this or deleting it entirely will cause an error.
My proposal isn't printing properly. Text or page headings are running together.
Check your page set up prior to printing the proposal. It must be on "letter" not legal. In addition, make sure you have the latest version of Adobe Acrobat reader installed (it's free. Go to www.adobe.com to download).
I want to add or delete loan options after my proposal is created.
Select the loan you want to modify options on and click edit. Then, click the "manage loan options" link under Modify proposal section. You will see a chart with your current loan options. You can select to either edit, copy, or delete from there per option. If you're editing something, click edit, make your changes, then click submit or continue button at the bottom of the page. If you're adding a new loan option, you can either copy an existing one thus duplicating that info so you can make simple edits (adding the option at the same time) or you can click "Add a new loan option" link above the chart.
When I click submit or continue, the page refreshes but doesn't go to another page.
This is normal. If you're in the process of setting up your company and its users, simply follow the links on the right side navigation to complete the process. They are designed to be in step-by-step order. The same holds true when editing an existing proposal. Choose the desired page you want to edit. Edit the information and click continue. You will be taken back to the modify screen where you can edit additional pages or view and email. In addition, see the pitchSIMPLE Tutorial for more information.
I can't view the logo and/or picture I uploaded.
You must click the continue button on the bottom of the page after you upload the file before clicking to view the logo or picture. Your file must be in either .jpg or .gif format. Any other file format will cause errors.
If you receive a software error, check the phrase and if you see the word logo or picture, you've loaded the wrong format.
I don't want all the pages included in my proposal.
Simply uncheck any page (s) you don't want to include at the Proposal Builder step.
I can't open the proposal to view it.
Since the file is a PDF, it takes a few seconds to load. Please be patient. We recommend you prepare something to talk about with your client while waiting for the file to load to avoid any uncomfortable silence. If the file takes longer than 30 seconds to load, close it out and try again. If that doesn't work, you should update your Adobe Acrobat version (or your clients) to the most recent one.
Re-booting your computer may also solve the problem
How do the pre-populated selections work?
We give you the advantage of using our pre-populated selections to save time and mistakes. Simply click the small box next to the phrase “click here to use pitchSIMPLE's pre-populated selections” and all will appear in the current list box below. Anything in the current list box will ultimately appear in your proposal.
I want to re-arrange items in the current list box.
To re-arrange items in the current list box, highlight your desired selection, then click the move up or move down buttons to the placement you so choose.
I want to add items in the current list box.
To add your own choice to the current list box, type in your desired selection in the blank field above the current list box and click the Add button.
I want to delete items in the current list box.
You can delete any item in the current list box by highlighting it and clicking the delete button. To delete multiple items, hold the Ctrl button on your keyboard while highlighting each item then click the delete button.
I want to edit items in the current list box.
You do not have the ability to do this. Unfortunately, you'll have to delete that item and re-type it to your liking.
The company quick facts page has text over lapping.
Have your administrator check the data entered in the company set up section of the Administrators tools. In order to have the data format correctly, the Members and Affiliations and Company Advantages should be entered line by line; not in paragraph form. If this confuses you, see the example of the Company Quick Facts page for clarification.
I keep being asked to select a loan processor.
The loan processor is a required field. Your administrator will need to create a loan processor database before you can start building proposals.
Do I have to list all the borrower's liabilities?
No. Only list liabilities the loan option is consolidating or paying in full
All my loan statuses are pending.
This usually means the loan officer is not going back into pitchSIMPLE to update the loan status. This can be done by following the link on the right side navigation titled Update Loan Status.
How do I upload my LOS file?
Instructions For Fannie Mae Export:
Before creating a new proposal with pitchSIMPLE, save your LOS loan file as a .fmn Fannie Mae 3.2 format. Save it in a folder or place you can find it easily so you can reference it quickly with pitchSIMPLE's browse button.
Once your file is saved as a .fnm, you're ready to begin the upload. Follow the steps below:
Step 1. Click "Create a New Proposal" link
Step 2. Click "Browse" below the Proposal Builder List to upload file, click "Continue"
- You still have the option of manually entering data, just skip this step if you desire
- pitchSIMPLE cannot support creating a Fannie Mae 3.2 File. Hint- when you upload a file to a lender or bank for an online approval, that's typically in Fannie Mae 3.2 format, so follow the same procedure
Step 3. You're taken to the edit section. Scroll down to "Modify Options"
Step 4. To add loan processor, click "Borrower Information" link. Choose & click continue
Step 5. Scroll down to "Modify Options", then Click "manage loan options" link
Step 6. Click "edit" next to option 1 on chart to add data that will not export (this is optional but highly recommended). ie: APR, Secondary Financing rate, term & loan type, score, DTI, LTV, pre pay details, and loan benefits
Step 7. (optional) Add additional loan options -- for best results, use "copy" option (see pitchsimple tutorial for full details on how to add or copy loan options)
Step 8. Click "return to modify my proposal" link under options chart
Step 9. Scroll down to "Modify Options"(only if you choose Goal Worksheet &/or Moving Forward Quick Steps pages) Click remaining links and complete data entry
Step 10. YOU'RE DONE! Scroll down to "Modify Options" then click "review proposal" link to view and deliver.
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