Adding Participants/Warehouse Lenders to a Project

Guide Steps

Navigate to Loans > Detail > Players tab and add the participating bank or warehouse lending contact as a playerSetting up Participants - 1

 

1

After entering in the budget for the project click on the Participants navigation item

2

Select the fund source that the participant/warehouse lender is part of, the percentage or dollar amount, and anything from the advanced optionsSetting up Participants - 2

3

The Received From and Disbursed To show what has been disbursed and received from the participant

4