How To Set Up Show Dealer Fee On Proposal Finance Dropdown


Follow the steps below to adjust the show dealer fee setting, which by default shows the dealer fee when selecting a manual entry financing option from the proposal finance dropdown.


Step 1: From the main menu, go to “Lenders”.

Step 2: Select the lender for whom you wish to show dealer fees.

Step 3: From the basic information section, click “Edit”.

Step 4: By default, the “Show Dealer Fee” box is checked as shown in the image below. 

Step 5: If you wish to remove the dealer fee from the finance dropdown, uncheck the “Show Dealer Fee” box and then click “Update”

Note 1: If the “Show Dealer Fee” box is checked then when creating a proposal, the dealer fee will show up in the manual entry finance dropdown. 

Note 2: If the “Show Dealer Fee” box is not checked then when creating a proposal, the dealer fee will not show up in the manual entry finance dropdown. 

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