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Edit a Lender Package

  • Updated

Lender packages add discounts and benefits to loan products.

Contents

Prerequisites
Locating the packages list
Edit a package
Related articles

Prerequisites

None. 

 Locating the Packages 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 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).

  • Items with a Yes in the System Package are packages created and updated by BrokerEngine. These packages cannot be edited or deleted.

  • Items with a No in the column are private packages uploaded to your account. BrokerEngine does not update these packages. You can edit or delete these items.

 

Edit a Package

 
1. Click on the Package Name and the Package Details modal will open up

 

2. Update the details of your packages using the Package Details modal.

3. Click Save.

 

Related Articles

Managing and Editing Lender Details
Add a Lender Package

 

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