Settings > Templates > Finance
Configure your finance profiles here, they are used to send consistent pre-determined finance data to lenders automatically. Finance profiles can be used in Lender Panels.
What is it used for?
- To easily access frequently used finance profiles to save time
- Make available to all your team, so all using the same profiles
- To use in Lender Panels
How to set up a Finance Template:
- The profile name is created from the Cash Price, Term and Mileage entries.
- Complete the fields you require to use in your profile
- Profile and Balance to finance are automatically generated
- Templates can be added in Lender Panels
- You can create as many profiles as you like
