{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/7cfc84aca1884f9ba5763b12faaa57ee\" frameborder=\"0\" width=\"1534\" height=\"1150\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1150,"width":1534,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1150,"thumbnail_width":1534,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/7cfc84aca1884f9ba5763b12faaa57ee-3e81843f8130941e.gif","duration":2887.15,"title":"Steven Hunter Demo","description":"This Loom reviews product decisions and enhancements to an Excel-based bank statement sizing and prequalification template. The main focus is how to support deals with multiple business bank accounts using a per-account tab plus a roll-up, and how many non-sales deposit columns to include by separating transfers, business financing, and optionally returns while keeping a final bucket for other non-sales items. The team discusses that splitting returns versus transfers requires a fourth “other non-sales” category to avoid missing transaction types, and notes that transfers and returns are generally treated as non-sales because they are not revenue. The template flow is summarized as three tabs where prequalification feeds the master bank activity, which in turn populates the offer template, all driven largely by formulas. A training video was requested to show how pricing works."}