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How to Enable Loan Amount Adjustment

Updated over 2 weeks ago

The loan amount adjustment feature allows sales reps to adjust the loan amount manually. The PPW will be automatically recalculated to match the set loan amount. Follow the steps below to enable this setting.

Step 1: From the main menu, click your organization’s profile and select “Settings”.

Step 2: Go to the “Incentives/Financing” section and click the “Edit” icon.

Step 3: Toggle “Enable Loan Amount Adjustment Functionality” on.

Step 4: Click “Update” to save your changes.

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