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View a Product Scenario

See previously selected lender products

Will Swayne avatar
Written by Will Swayne
Updated over 12 months ago

There are two ways to open an existing product scenario.

From the side menu

Use this option to see a list of all product scenarios in your group.

  1. Go to the side menu.

  2. Click Products.

  3. Scroll through the list and click a name or use the Search tool.

  4. Click a product name to open the scenario.

From the Products tab

Use this option to open a scenario inside a deal.

  1. Open a deal.

  2. Click the Products tab.

  3. To view the scenario options, click Find Products.


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