The Refinancing process in PREO is currently a "work-around" process, rather than a fully-supported workflow. However, following the steps below should get you the results needed to generate paperwork and submit.
Start your Refinance proposal by adding a Lease Payoff. It's important to get the most recent buyout value using a buyout request and populate this in PREO. This is the primary expense on a refinance.
Use the Equipment Page to add a "Third Party Item". Set your Item Name to "REFINANCE" and give an accurate description for the order paperwork (include Model Type and Serial Number). The cost/MSRP should be $0.
You can now set the new Lease Payment in PREO and generate documents.
