To access this guide as a PDF click here: Enerflo-Guide_Admins-Updating-Integrated-Lender-Options.pdf
STEP 1
Navigate to Settings > Pricing > Finance Options.
STEP 2
On the Finance Options page, find the Lender you want to edit and click on it.
STEP 3
Before making any changes, be sure to Sync first in order to pull in the most up-to-date loan products and dealer fees.
STEP 4
Once the Sync is complete on the Lender Products page, click on the Product Option you want to update.
In the Product window, you can manually update the Name, Dealer Fees and Product Targeting.
When finished, click Save.
⚠️
Once your loan products have been updated or saved, make sure to update pricing on any Proposals to ensure they have the most up-to-date lender options.