Lenders Tab
The Lenders tab is where Lender (AKA: Funder) information is stored. From this tab, you can add and edit lenders. You can also locate and view any Advances associated with a specific Lender.
Adding a Lender
Click on "Add Lender" found in the Navigation Bar (see the red highlighted area in the image above).
Simply input the Lender's information and click Save Lender.
Editing a Lender
Find the Lender that you wish to edit, then click the icon.
The page below will then appear,
- Notes: Leave a note to be stored on that specific lender.
- Contacts: Add an email contact for the Lender. These contacts will be available when creating an Advance Submission that includes the respective Lender.
- Advance Information: Displays a view of all Advances associated with the Lender you are editing.
- Active: Check the 'Active' box to enable/disable the Lender from being selected on Advances.
- Export Current View: Click to download the data as shown on the page into a CSV spreadsheet.