Learn how to add this visual representation of a loan structure to your client reports.
Contents
Prerequisites
Know how to create and open a proposal template and create a funding position.
Opening a diagram
Open a deal in full view mode.
Go to the side menu and click the Funding tab.
Click the Funding Diagram button. A popup displays.
The popup shows the funding diagram. Optionally, click the button the export the diagram as a PDF.
Copying the diagram
Take a screenshot of the funding diagram. If you don't have a separate screenshot app, use the built-in snipping tool that comes with Windows or Mac.
Highlight the diagram. The app creates a screenshot. Save the image to your device.
Open the proposal for the deal.
Click the Proposal tab.
Select the report name. The report opens in the template editor.
Go to the report page that will display the funding diagram. Click a spot on the page. This is where BrokerEngine will paste the image.
Optionally, use keyboard keys to paste the image into the page. If that does not work, click the Image icon in the editor toolbar. Upload the image from your device.
Use the image toolbar to adjust the alignment and the blue corners to resize the screenshot. Click Save.
