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# Rate estimate

# Rate estimate

Products

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Gives a borrower an indicative rate from a short conversation, before any application exists.
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- **Used when**
<!--source:agent-kits-->
— At the top of the funnel, where someone wants a number before they will give a full application.
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- **Collects**
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- Enough of the loan shape to price it — amount, property value, purpose and occupancy.
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<!--source:agent-kits-->
- A credit range, self-reported rather than pulled.
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- **Returns**
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- The estimate, and the message that presents it to the borrower.
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- **Hands off**
- Pricing — an actual price against the collected terms

- **Evidence**
- `bot-personalized-rate-estimate`
- `bot-personalized-rate-estimate-calculator`
- `bot-personalized-rate-estimate-collector`
- `bot-personalized-rate-estimate-result-message`

## Others in Products

- Application document
- Assets
- Co-borrower invitation
- Contact details
- Correction
- Credit
- Declarations
- Demographic details
- Employment and income
- Frequently-asked questions
- Gifts and grants
- Liabilities
- Loan lookup
- Military service
- Mortgage details
- Other income
- Personal identity
- Preapproval letter
- Pricing
- Real estate owned
- Residency
- Self-employment income
- Workspace assistant