Edit a lender offer
Active offers toggle
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Prerequisites
None.
Locating the Offers 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 Offers
The page displays a list of lender offers currently available for your account. If you haven't created any offers, the page only shows offers tracked by BrokerEngine (auto-tracked).
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Items with a Yes in the Auto-tracked column are offers tracked and updated by BrokerEngine. These offers cannot be changed or deleted.
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Items with a No in the Auto-tracked column are your internal offers created by your team in the account. BrokerEngine does not update these offers. You can edit or delete these items.
Edit a Lender Offer
1. Click the name of the offer you would like to edit from the Offer Name column. The Offer Details modal will load.
2. Update details from the Offer Details modal and click Save
Active Offers Toggle
The active offers toggle will be switched on by default. You have the option to toggle to archived to view expired offers.
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