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Add a Loan Product

  • Updated

BrokerEngine maintains a list of loan products (loan and credit card) which is available to all broker groups. That list is called System Products. You can manually add a loan product for your own use. BrokerEngine saves those manual additions in a separate list called My Products.

Critical: BrokerEngine does not update or maintain manually added loan products. You must make sure the loan product information you entered is up to date and correct before using it.

In This Article

  1. Locate the Loan Products List
  2. Add a Loan Product

Step-by-Step Guide

Follow these steps to add a loan product:

Step 1 — Locate the Loan Products List

  1. Go to the bottom left corner of the dashboard and click the account icon.
  2. Select Settings.
  3. In the Settings column, click Lenders.
  4. Then select Products.
  5. Click Add Loan Product. A blank template displays.

 

Step 2 — Add a Loan Product

  1. Enter details for the product. Fields with red asterisks are required.
  2. Fill in the Fees and Features sections as required.
  3. Click Save.

Locating the product

After you create the loan product, BrokerEngine adds the name to the funding position drop-down menu. Everyone in your group has access to this loan 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 loan product is in the search result.

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