BrokerEngine

Learn how to find and open a funding position for a lead or deal. 

<a href="#h_19e75c5747">Prerequisites</a>

<a href="#h_0023ba255e">Opening a funding position</a>

<a href="#h_0ecafed71d">Related articles</a>

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Know how to <a href="https://kb.brokerengine.com.au/en/articles/9276436-create-a-funding-position">create a funding position</a>.

Click on the Strategy heading to the left, and select Funding Position

1. Open the lead or deal to the DealDash
2. Click on the Strategy heading to the left, and select Funding Position

In the centre window, BrokerEngine lists funding positions for the lead or deal. Click a name to view funding position details.

<a href="https://kb.brokerengine.com.au/en/articles/6978863-introduction-to-funding-positions">Introduction to Funding Positions</a>

<a href="https://kb.brokerengine.com.au/en/articles/6406847-funding-position-examples">Funding Position Examples</a>

Open positions created for a lead or deal

View Funding Positions

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