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Lenders Tab

  • Updated

Lenders Tab

The Lenders tab is where Lender (AKA: Funder) information is stored. From within this tab, you can Add and Edit Lenders. You can also locate and view any Advances associated with a specific Lender.

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Adding a Lender

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Simply input the Lender's information and click Save Lender.

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Editing a Lender 

Find the Lender that you wish to edit, then click the 2.png icon.

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  • Notes: Leave a note to be stored on that specific lender.
  • Contacts: Add an email contact for the Lender. These contacts will be available to choose from when creating an Advance Submission that includes the respective Lender.
  • Advance Information: Displays a view of all Advances associated to the Lender you are editing.
  • Active: Check the 'Active' box to enable/disable the Lender from being selected on Advances.
  • Download CSV: Click to download the data into a CSV spreadsheet.

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