How do I get my current rate sheets and loan programs (FHA, VA, conventional, jumbo) into Voksha?

For Mortgage Brokers

You load your active loan programs and general rate ranges into Voksha's setup as reference information: conventional, FHA, VA, USDA, jumbo, and any non-QM products you offer, along with the general qualification thresholds for each (minimum credit score, down payment ranges, DTI ceilings, whether VA requires a certificate of eligibility). This is the same level of general program information a well-trained front-desk person or website FAQ would share, not a specific locked-in rate quote tied to an individual borrower's file, which stays with your licensed loan officers. Because mortgage rates move daily, most brokerages update the rate range field weekly or whenever there's a meaningful market move, rather than quoting a specific number to the decimal point over the phone. The practical pattern: keep a rate range (for example, telling callers the conventional 30-year is currently running in the high 6s to low 7s depending on credit and points) updated on a set cadence, and have Voksha route any caller who wants a firm, locked quote straight to a booked consultation with a licensed LO, since a specific rate quote tied to a borrower's actual profile is originator work, not general information. For program-specific details like VA funding fee tiers or FHA mortgage insurance rules, you paste in the standard guideline info once and update it only when program guidelines change, which is infrequent compared to daily rate movement.