This guide will...
..walk you through the creation of a new Lender/Provider and how to add them to an application.
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Dashboard > Address Book > Lenders/Providers > New Lender |
-eKeeper CRM Dashboard
How to Add a Lender to the System
From the Dashboard of eKeeper, click the Address Book button and select Lenders/Providers.
-Address Book button
You will be on a page that displays a list of Lenders/Providers. You can filter and search through this list.
To add a new Lender, click on the New Lender button.
This will bring you to the Edit Lender/Provider page, where you can enter the relevant details. Here is a brief rundown of the different panels on this screen.
- Lender Details - Basic details of the Lender
- Contact Details - Further contact information of the Lender and a place to add notes
- Applies to Products - Select which products you wish for the Lender to be applicable against.
- Leadtimes - Define the leadtimes for each stage
Commission Details - Enter relevant commission details.
Info If you are taking advantage of eKeeper's commission functionality and are adding a new lender, ensure you add a Leadtime of at least 0 days.
Once When you are happy with the information on your new Lender, click the Save Lender button at the bottom of the screen.
-Edit Lender/Provider page
To remove the Lender/Provider from the system, simply click the red Delete button at the bottom of the page.
-Address Book Page for Lenders/Providers
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If you are taking advantage of eKeeper's commission functionality and are adding a new lender, ensure you add a Leadtime of at least 0 days. |