In order to use custom finance options in Manual Entry Financing mode, the lender's company name must first be added to your database. This ensures the company appears as a selectable option when setting up the financing details in a proposal. Here's how to add a custom loan company to your system:
Step 1: From the main menu, go to "Manage Database" click “Database”.
Step 2: Open the “Additional” dropdown and select “Custom Lenders”.
Step 3: Click “+ Add” to add a new state tax credit.
Step 4: Add the name of your company and click “Save”.