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How to add a new Lender?

Add lenders to quote engine

Last updated at Mar 9, 2018 9:52 AM

Step 1. Go to Lenders page (from sidebar or Company settings page)

Step 2: Click on Add button

Quotable Lenders can be used to expose rate onto quote engine and processing loans.

Unquotable Lenders can only be used for processing loans.

Update Lender Agreement must click on Compensation button of each lender

Update Lender Contact information must be click on Contacts button of each lender

Step 3: Click “Submit” to apply changes into system

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