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Overview
The Lenders area in AdviserLogic’s Tools section lets you set up non-standard or custom lenders beyond the default list. These custom lender entries can then be selected when you’re entering or editing a client’s liabilities (such as loans or mortgages), ensuring accurate details specific to that lender or loan type are captured in the client’s financial profile.
Access
To add a new Lender, go to Tools > Administrative Tools > Product Setup > Lenders.
The Lenders Screen will display a range of preset lenders commonly found in Australia.
To add a non-standard lender select the Add button from the top right of the window then enter the name of the new lender in the empty field at the bottom of the window, and Save.
A confirmation will show above the Save button to the left of the screen and the lender will now show in the Existing Lenders list.
The new Lender will also be available from the Lenders drop-down list from the Assets/Liabilities tab > Liabilities > Add/Edit.
