Add a Funding Diagram to a Proposal Template – BrokerEngine

Learn how to add this visual representation of a loan structure to your client reports.

Prerequisites

Open a lead or deal in full view mode.
Expand the Strategy section on the left hand siderbar
Click Funding Position.
Fill out the Funding Position form if it hasn't been completed yet
Click the Funding Diagram button on the right hand side. A popup displays with the Funding Position Diagram.
Export this image as a PDF via the button, or use a screen shot tool to take a snippet.

Take a screenshot of the funding diagram. If you don't have a separate screenshot app, use the built-in snipping tool that comes with Windows or Mac.

Highlight the diagram. The app creates a screenshot. Save the image to your device.

Open the Proposal for the deal by clicking into the Strategy section then Smart Docs.
Click the Proposal Name to open the doc and edit.
Within edit mode of the document, click into the area where you would like to include your diagram image.

Optionally, use keyboard keys to paste the image into the page. If that does not work, click the Image icon in the editor toolbar. Upload the image from your device.

Use the image toolbar to adjust the alignment and the blue corners to resize the screenshot. Click Save.