Mortgage Lending · Secondary Marketing & Investor Relations
Daily rate sheets
A daily price list showing the interest rates and pricing adjustments a lender offers on its mortgage loan programs.
What it usually contains
- Rates and corresponding prices for each loan program and lock period
- Price adjustments for credit score, loan-to-value, occupancy, and property type
- Lock period options and extension or relock fees
- Effective date, time stamp, and notes on intraday repricing
- Program eligibility notes and cutoff times for locking
What the assistant uses it for
Answer questions about what rate and price a borrower qualifies for on a given day, how much a lock costs or what adjustments apply, and how pricing differs across loan programs and lock terms.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.