The lender panel sits to the right of the application. As you fill in the form, it matches the deal against each lender's products and shows you what fits.
What each product shows
The interest rate
The repayment
The maximum brokerage
The maximum origination fee
How many required fields that lender still needs from you - see Required fields in an application
Why it changes as you go
The panel re-matches every time you complete a field. A product can appear, drop off or change its rate as you fill in the form, because each lender qualifies and prices on its own criteria - see Review lender criteria.
Read the panel once the asset, loan and customer sections are complete. Before that, it's matching on part of the deal.
Brokerage and origination fee
Each lender caps both. The product shows its maximums, so you can see how much room you have before you enter them in Loan details.
Actions on the panel
The actions at the bottom right of the panel work on the deal in front of you:
Action | What it does |
Save quote | Saves the deal as a quote in the Quotes tab |
Send disclosure | Sends the customer the Customer disclosure document, on consumer deals |
Download application | Downloads the full application, to keep on file or send on |
Email Application | Emails the application to a lender that takes applications by email - see Submit to a lender |
To send the customer up to three lender products to compare, see Use document templates.
If a lender is missing from the panel
Which lenders appear is set per user by the Lenders permission - see Set user permissions.
If a lender was there and dropped off as you filled in the form, the deal is outside its criteria - see Review lender criteria.