The instructions below explain how to add a Private Lender to the Expert system. Once a Private Lender is added to Expert, then that Private Lender can be selected on the Lender Submit screen to submit manual applications to. Complete the following steps:
Open the Participants screen by clicking Participants
in the Left Navigation
For the Private Lender row, click its Select
button. The screen refreshes to display the Participant Search-Participant
Click the Add Party
button. The screen refreshes with the Participant Information and
Contact Information sections.
Ensure the Participant
Status is Active.
From the Hierarchy
Level dropdown, select the agents in Expert who will be able
to use the private lender on the Lender
Firm - all agents in your firm
User - represents the "agent on the deal"; therefore only the agent (or the agent's administrator or assistant) who adds the private lender can then use that private lender.
If you chose
Firm as a Hierarchy
Level, then from the Restriction
dropdown select the Firm you would like to share the private lender
Add any comments or notes in the Special
Enter the contact information for the private lender
in the Contact Information
Click OK to
apply your changes.
The private lender now exists in the Expert system,
and can be selected for use when manually
submitting an application. After you submit to a private lender,
that private lender will appear in the Participants screen.