By default, the Connective panel lenders will appear in the Lender drop-down within an Opportunity. If you write loans with different lenders, we can add the Lender to this list for you.
Adding a Lender to the Lender drop-down box
Please submit a Helpdesk ticket stating which Lender you would like added to your Lender drop-down list. (We can only accept this request directly from the Principal Owner of the company)
This lender will only appear in the Lender drop-down box. Products and lender documents will have to be added manually using Titan. Refer to How to use Titan