Introduction
This page will show you how to add a new lender/provider to your Address Book
User Permissions
There are two permissions that need to be enabled so you can add a New Lender/Provider
Home > System Settings > User Permission Groups & Set Permissions > Click edit on the user group you wish to update
Access your Address Book
Select the ‘Lenders/Providers’ option from the list presented
Use the ‘New Lender’ option
Complete relevant details to the Lender/Provider you are adding
Ensure that you complete the ‘Leadtime until payment is due once product is on risk/complete (days)’ field, this could be 0, to ensure that the Commission Due to calculated correctly
Finally ‘Apply to Products’ so to ensure that when you access the product the Lender/Provider appears in the relevant dropdown
'Save Lender' to add the New Lender/Provider to your CRM
