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