Purpose of Loans




How to add a new Purpose of Loan

This page allows you to manage your Purpose of Loans.

Clicking the New Purpose of Loan button will bring you to the Add New Purpose of Loan page. Here you can:

  • Choose the sequence order (it's position on the list)
  • Choose whether toinclude existing loans in LTV calculation
  • Choose whether to include existing loan fields
  • Choose whether to show letting Information
  • Choose a description for the new purpose of loan (name)
  • Select how you wish for it to map to TriGold
  • Make the purpose of loan Active/In-Active

You are also able to choose which products the purpose of loan appears in. 

-Purpose of Loan List