Lender packages add discounts and benefits to loan products.
BrokerEngine does not automatically update or maintain lender packages that you manually enter into the system. You must ensure the information you enter is correct before using it. Learn more
Contents
Prerequisites
Locating the packages list
Add a package
Related articles
Prerequisites
None.
Locating the Packages List
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Go to the bottom left corner of the dashboard and click the account icon.
- Select Settings
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In the Settings column, click Lenders
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Then select Packages.
The page displays a list of lender packages currently available for your account. If you haven't uploaded any packages, the page only shows packages tracked by BrokerEngine (i.e. System Packages).
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Items with a Yes in the Auto-tracked column are packages tracked and updated by BrokerEngine. These packages cannot be changed or deleted.
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Items with a No in the Auto-tracked column are your internal packages created by your team in the account. BrokerEngine does not update these packages. You can edit or delete these items.
Add a Package
Go to the top right corner of the Packages page.
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Click the Add Package button. A popup displays.
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Click the Lender field and select an option. Optionally, add a new lender.
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Enter package details. Fields with red asterisks are required.
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Click Add Package.
BrokerEngine auto-assigns a Package ID after you click Add Package.
You only need to create a lender package once. BrokerEngine adds the package to the funding position drop-down for everyone in your group.
