This guide will...

..walk you through the creation of a new Lender/Provider and how to add them to an application. 

-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. 
  
  

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

How to add a Lender to an Application

You can add a Lender/Provider to your application via the Product Details panel. 

-Product Details panel

To learn more about creating an application/case click here.

-Example Application Page with Product Details panel on right hand side