Adding & Updating Records in the Lender Database (SK)
To get started, navigate to the Mortgage screen and add a new mortgage. Add a Lender by clicking the selection button to open the Mortgage Lender database.
Note: Add a Lender before adding the Mortgage Type. Re-selecting the lender will clear the Mortgage Type and any other data previously entered in the Mortgage screen.Modifying an Existing Record in Lender Database
Clicking the edit button will bring up the Lender Information popup. This popup allows you to update the selected lender or save changes as a new lender in your firm’s database.
The branch of the mortgage lender you added will be added to your lender list. To update the lender information in your database, click the Update Lender List button. The blue trash bin next to the mortgage lender branch name will delete that branch from your Mortgage Lender database.
Can't find a lender in our database?
To add your own lender to the database, check out this article!
Still can't find what you're looking for?
Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
Province-specific information for AB clients
Province-specific information for BC clients
Province-specific information for MB clients
Province-specific information for ON clients
Province-specific information for NS clients
Province-specific information for SK clients
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