Adding a New Lender/Provider to your Address Book

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