Lenders Tab

Overview

The Lenders tab is where Lender (AKA: Funder) information is stored. 

How to Access

1. Login to the CRM and 
2. Click the Lenders tab/module. A page like the one shown below will be displayed.
   

From this tab, you can add and edit lenders. You can also locate and view any Advances associated with a specific Lender.

How it Works

Adding a Lender

1. Click Add New Lender found at the top right of the page (see the image above). 
2. Enter all of the new Lender's information
3. When finished, click Save Lender in the navigation bar.

Editing a Lender 

Find the Lender that you wish to edit, then click the right-facing arrow icon.

If you select an existing lender labeled as a System Lender, the page below will appear.

If you select any other lender listed, the page shown below will appear, with more options available.

• Add contact information for the Lender under the Lender Info section. These contacts will be available when creating an Advance Submission that includes the respective Lender.
• Under the Lender Configuration section, check the Active radio button to enable/disable the Lender from being selected on Advances.
• From this page you can also delete the lender by clicking Delete Lender at the bottom of the page.

If you make any edits, click Save found in the top right corner of the page.

If you select Notes in the left-side panel, you will be taken to a page where you can leave notes to be stored on that specific lender.

If you make any edits, click Save found in the top right corner of the page.

If you select Advances in the left-side panel, you will be taken to a page like the one shown below that displays a view of all Advances associated with the Lender you are editing.

When you have completely finished adding or editing lender details, click Save.