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Lenders

When lender tracking is enabled, admins will have the ability to create, update and delete lenders. These lenders can be associated with any order for tracking purposes.

View Lenders

From the left sidebar navigation, click on Lenders -> List All. This will show a table of all the lenders an admin has entered for your firm. You can reorder any of them by dragging and dropping them in place. You can also update any Lender by clicking "Edit" and you can delete a lender "Delete Lender" on the Edit screen.

View Lenders

Add Lender

From the left sidebar navigation, click on Lenders -> Add Lender. This will allow you to add a Lender to your firm.

Add Lender