21 STEPS
1. Click mortgages
2. Click add mortgage
3. Select the source of the mortgage instructions
4. Click continue
5. Select the mortgage priority
6. To add a lender, click add
7. Select private lender
8. Search to add a lender or create new lender
9. Click edit lender to add contact details for the lender
10. Click add to add an additional lender.
Note: you will be able to add up to ten private lenders
11. Click the three dots beside the lender
12. If applicable, you can select view global profile, set as primary or remove for each lender
13. If you wish to edit your mortgage re line click edit text
14. To add the percentage of interest for each lender, select capacity per lender from the drop-down
15. Select the interest from the drop-down
16. Enter the share percentage for each lender
17. Select lender or solicitor for the correspondence details
18. If there is a mortgage broker for this file, click add
19. Complete your loan details
20. Click continue to complete the mortgage intake
21. Your private mortgage has now been added to your file with multiple lenders
Next step: Practice
