BrokerEngine maintains a list of lender products (loan and credit card) which is available to all broker groups. That list is called System Products. You can manually add a lender product for your own use. BrokerEngine saves those manual additions in a separate list called My Products.
BrokerEngine does not update or maintain manually added lender products. You must make sure the lender product information you entered is up to date and correct before using it.
Contents
Prerequisites
None.
Opening a bank product template
Go to the bottom left corner of the dashboard and click the account icon.
In the Settings column, click Lenders > Products.
Click Add Loan Product. A blank template displays.
Creating a lender product
Enter details for the product. Fields with red asterisks are required.
Fill in the Fees and Features sections as required.
Click Save.
Locating the product
After you create the lender product, BrokerEngine adds the name to the funding position drop-down menu. Everyone in your group has access to this lender product.
Here's an example. A user is building a product scenario for a client. The user opens the product filter and selects My Products.
The user's manually added lender product is in the search result.
