1. Introduction
1.1. Purpose of the Sizer Setup
This tool automates and standardizes complex calculations, which reduces the likelihood of human error and ensures consistency. Our quote builder using the sizer optimizes internal operations and elevates the overall customer experience by providing efficiency and accuracy in a few clicks.
1.2. Overview of Excel File Structure (Input and Output Tabs)
2. Sizer Setup Configuration
How to Create a Sizer in Baseline
Creating a sizer in Baseline is a straightforward process, essential for integrating your existing loan calculations into the Baseline platform. This guide will take you through the necessary steps to ensure a smooth and efficient setup.
Step 1: Download the Unmodified Sizer
Access the Product in Baseline: Navigate to the specific product in Baseline for which you wish to add a sizer.
Click Edit
Download the Base File: Obtain the unmodified SIZER for your selected product. This base file includes all active fields currently in use in the product.
⚠️ Before proceeding, ensure that all the fields you need for your calculations are active in the product's fields. Missing fields can be added as custom fields when necessary.
Step 2: Copy the Loan Calculator into the Base Sizer
Open Base Sizer and Your Calculator: in preparation for integrating your existing loan calculator.
Copying Process in MS.Excel: Simply click on the sheet containing your loan calculator and create a copy in the Base Sizer.
Step 3: Reference Inputs
Input Fields: All the inputs required for your loan calculator need to be referenced from the “IN” sheet inside the sizer.
Configuring Column C: Specifically, focus on column C of the "IN" sheet. This column should contain all the fields that the system will transmit to Excel for calculation.
Step 4: Linking and Testing
Linking Fields: Ensure that all the necessary fields are linked correctly.
Assign Test Values: Input test values to verify the accuracy of the calculations. This step is crucial to ensure that the sizer operates as expected.
Step 5: Reference Outputs in OUT Sheet
Final Calculations: Once you have completed the calculations in your spreadsheet, proceed to reference these outputs.
Utilize the OUT Sheet: Select the relevant cells (e.g., the loan amount cell) and link them to where your calculations are located in the spreadsheet.
Step 6: Upload into the Loan Product
Save your Base Sizer: Save the file once you have completed the last step.
Upload the new Sizer into the Product: Navigate to the specific product in Baseline for which you wish to add a sizer.
Click Edit
Upload the File.
Step 7: Test the new sizer
You can try your sizer by creating a new quote in the Quotes section.
Step 8: Debugging
Download the Excel to confirm inputs and outputs are correctly mapped.
If no options are visible, go to the product and click edit; at the bottom of the first screen, after the sizer, you will find the Run History. You can download the excel file for you test to debug your calculation
💡 Tip: If you calculations require FICO Score or experience confirm that the borrower has information in those fields.
Additional Capabilities
Multiple Output Options: The sizer in Baseline allows for the output of multiple options from a single sizer if necessary.
Integration with Quote Builder: These multiple options can be reflected as various choices within the Quote Builder for enhanced flexibility and customer service.
Remember, this guide provides a basic framework; for more complex configurations, refer to additional Baseline documentation or support resources.
For more information, contact Baseline at
[email protected]
