How to Link Loan Accounts to an Opportunity in your CRM

You can link a Loan Account to an Opportunity in Mercury. Once linked, you can view the commission payments directly from the Opportunity.

How to link a Loan Account to an Opportunity

1. Before you can link a Loan Account to an Opportunity, the Loan Account MUST be already loaded in the Commissions tab in the Loan Accounts section.
2. Open the Opportunity, and select Products from the left-hand panel.
3. Highlight the Product and click the Link icon.
4. Click the Loan Account you want to link to the Opportunity and click Select.
5. After adding the Loan Account, you will the be able to see the Commission payments listed underneath the Product