Using Loan Categories

Loan Categories are used to sort your opportunity data, to make it more accessible and easy to navigate.  (eg, First Home Buyer, Variable, Split Commission).

Creating a Loan Category

1. You need Admin level access to create a Loan Category.
2. In the Admin tab, select CRM Settings and click List Editor.
3. Choose Loan Categories.
4. Click the green plus symbol to add a new category.
5. Click OK.

Assigning a Loan category to an Opportunity

1. In the CRM tab, open an Opportunity.
2. Click Details in the left-hand panel.
3. In the Categories section of the Opportunity details, click Edit. 
4. Choose the appropriate category by ticking the checkbox. Click OK.