Learn how to display different funding scenarios and manage which one is set as the default. The default funding position populates into reports and advice.
In This Article
Prerequisites
Know how to navigate the funding position template.
Step-by-Step Guide
Follow these steps to manage your default funding position:
Step 1 — Display a Different Funding Position
Open a Deal card in full view mode. Go to the left-hand menu, expand the Strategy folder, and click Funding Position (new). A new window displays the Default funding position.
Note: If you open a brand new deal card, the page displays a blank funding position template. In this situation, you'll need to create a funding position.
To display a different Funding Position, go to the top of the page, click the drop-down, and select an option.
Step 2 — Change the Default Funding Position
If you have two or more funding positions, one of them is the Default. Look for the option with the D icon.
Warning: Selecting a new default funding position has consequences that ripple through BrokerEngine. The default funding position will populate into reports and advices.
Go to the drop-down and select a new funding position. Then click the three-dot icon and select Set as Default Loan Structure.
A confirmation popup displays. Read the message, and if you agree, click the Yes button.
BrokerEngine adds the D tag to the new default funding position.
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