The Lenders tab is where Lender (AKA: Funder) information is stored. From within this tab, you can Add and Edit Lenders. You can also locate and view any Advances associated with a specific Lender.
Adding a Lender
Simply input the Lender's information and click Save Lender.
Editing a Lender
Find the Lender that you wish to edit, then click the icon.
- Notes: Leave a note to be stored on that specific lender.
- Contacts: Add an email contact for the Lender. These contacts will be available to choose from when creating an Advance Submission that includes the respective Lender.
- Advance Information: Displays a view of all Advances associated to the Lender you are editing.
- Active: Check the 'Active' box to enable/disable the Lender from being selected on Advances.
- Download CSV: Click to download the data into a CSV spreadsheet.