The process to manually add a loan is as follows:
Navigate to Pipeline
Click Add Loan at the top right.
The Add New Loan dialog displays.
In Add New Loan page, specify the following parameters:
Name of the Loan
Use of Funds
Product (Learn more about Loan Products)
Borrower(s)
Guarantor(s)
ℹ️ Loan Name is a mandatory field, and you may modify these fields once the loan is created.
Click Next.
Specify the following additional parameters:
Property Type
Units
Street Address 1
Street Address 2
City
Province/State
Click Save.
The loan is added under the Lead section on the Pipeline page.
💡 Loans are also created when:
A Borrower submits a loan application
Converting a quote into a loan