We try to keep our lender database updated with most of the major lenders in your Province. However, you may need to add a lender that does not appear on our standard list.
To add a lender, navigate to the Mortgages screen. Click the selection icon next to the Lender field to open the Lender Database. To add a lender, press the + Lender on the first row of the database (entitled “Miscellaneous and Private Lenders”). A pop-up window will appear where you can add information about your new lender, notably the Lender name, main branch information, as well mailing and service addresses.
You can also optionally select a Lawyer as Contact from the Lawyer Database, by clicking on the blue link below Lender Name.
To save your new lender entry, scroll to the top of the pop-up window and press Save. To select the lender for your file, select it from the list in Miscellaneous and Private Lenders.