Adding a New Lender/Provider to your Address Book

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


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