Settings > Lender > Ordering
What is it used for?
When you are wanting to manually push to a lender, the order they appear is dictated by the Lender Ordering. Within here you can also "Disable" a lender from being visible to be sent to.
How to set up Lender Ordering:
- Type in the name you wish to call this Ordering
- This will limit the number of lenders that appear on the send to lender screen
- If you have multiple sites / branches / sub accounts you can choose which Lender Ordering is used at each
- To change the order, "drag & drop" to the position you want the lender order in
- You can Enable and dissable certain lenders if you want them visible to send to or not
Colleague view:
