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How to Locate Available Finance Options

How to Locate Available Finance Options

Emilie avatar
Written by Emilie
Updated this week

Only users with EPC admin permissions have access to view company finance options.

  1. Click Settings > Pricing > Finance Options

  2. This will show a table view of the company's lender options. Click on a lender's name to see the individual products that are available.

  3. The status column indicates if the finance product is active, inactive, or archived.

  4. Inactive and archived products cannot be seen or used in proposals.

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