Navigate to the 'Create New Deal' section.

Select 'Purchase Deal' and specify it as a 'Primary Residence'.

Choose or create a new client by entering their details.

Review the deal details for accuracy.

Set the deal status to 'Active' if applicable.

Save the deal and proceed.

Click on 'Create New Scenario'.

Name the scenario (e.g., 'Stuart 95% Conventional').

Choose the property type (existing, new construction, TBD).

Choose the appropriate loan template (e.g., 'Conventional Fixed').

Select the settlement fee template based on the state.

Input the key metrics for the scenario:

Check the escrow and proration criteria based on property taxes.

Adjust manually if necessary.

Review the payment preview and escrow preview.

Click 'Confirm Key Metrics' to finalize the scenario.

Check the scenario details including loan amount, down payment, interest rate, and closing costs.

Use the 'Revert to Original' option if changes need to be undone.

Save as new if creating multiple options.

Enter any notes for the client regarding the scenario.

Attach relevant videos or documents if necessary.

Navigate back to the deal home to view the created scenario.

Ensure all client information is accurate before saving.

Double-check loan templates and settlement fees to avoid errors.

Familiarize yourself with the loan templates to speed up the selection process.

Use the 'Get PMI' feature for quick mortgage insurance calculations.

Keep client information readily available to streamline the creation process.