Each Lender will display a list of loan accounts that are available to your Applicants, based on the scenario entered. You can add one or more loan accounts as required.

To enter a New Loan, ensure that you are on the New Requirements tab.

Click on the New Loans Menu icon.

When you click on Add Loan Accounts, you will be presented with a pop up box containing loans available by the lender.

Notice the Expand All and Collapse All options at the bottom of the pop up box.

Clicking on Expand All will present you with a list of available loans offered by that lender.

Click on the Radio Button to make your selection and then click the Add Loan Account button.

You will be taken to the Loan Details page.

Notice the Page menu has expanded with the loan selection (in this example) Variable Home Loan P&I.

Fields with red boxes are mandatory field. Notice the Messages dropdown menu located at the top right hand corner of the page.

If you click on one of these messages, it will take you to the respective field for completion.

You can always hover over a field name to read a Tool Tip, which may assist you with the data entry of that particular field.

You have successfully completed this page when there are zero Messages and there is a green "thumbs up" in the Page menu against the page.

At this stage, you may wish to add another Loan. One method of doing this is by clicking the + icon next to the Loan Details page heading.

Another method for entering a New Loan is to click on Loan Details in the Page menu. Now click Add Loan Account.

You can also delete Loans from this screen view by clicking the trash can.