Manage Lenders

Find this window from the main menu – Other Records > Lenders. The same window opens as a lender picker when choosing the lender for a loan, a Metro2 report, or an import.

This window lists every lender in the portfolio.

Create New – opens the Lender Wizard to add a new lender to the portfolio.

Edit Selected – opens the Lender Wizard on the selected lender so you can update its information.

Delete Selected – after a confirmation, permanently deletes the lender. A lender that is connected to any loan can't be deleted.

When the window opens as a picker, highlight the lender and click Select Lender (or just double-click the lender) to use it.