How to Add Custom Loan Companies to Your Database?

In order to use custom finance options in Manual Entry Financing mode, the lender's company name must first be added to your database. This ensures the company appears as a selectable option when setting up the financing details in a proposal. Here's how to add a custom loan company to your system:

Step 1: From the main menu, go to "Manage Database" click “Database”.

Step 2: Open the “Additional” dropdown and select “Custom Lenders”.

Step 3: Click “+Add” to add a new state tax credit. 

Step 4: Add the name of your company and click “Save”.