Adding living expenses to a people record

The Mercury calculators work off average Living Expenses determined by the Lender. Therefore, you do not need to enter Living Expenses on a per-client basis. 

However, if your client incurs expenses over and above "average" living expenses, you can add these details to the People Record in Mercury.

Adding Living Expenses to a People Record

1. In the CRM tab, open the People record and click Expenses in the left-hand panel. 
2. Click the green plus and select an option from the drop-down list.
3. Enter the Amount, Frequency, and other details as necessary.
4. The Income and Expense details will automatically transfer over to the Borrowing Capacity calculator if you create the calculator from the client's Opportunity.