Adding Products to an Opportunity

In order to populate the Credit Proposal Disclosure document you first need to add the products to your opportunity.

How do I apply the products to my Opportunity?

To apply products to your opportunity:

1. Open the CRM and select Opportunities from the main left-hand menu.
2. Highlight and open the relevant opportunity. 
3. Select Calculations from the sub left-hand menu. 
4. Highlight the Product / Product Split. 
5. Click Apply Product to Loan. This will transfer the product to the Products section of your Opportunity.  If there is a split, both products are listed.

Your product details will transfer through to the Credit Proposal Disclosure document. 

Note: as a precaution, any changes made to the interest rate, or loan term within the Product Comparison, will not be transferred to the Product section. Mercury will transfer the product/product split with the default lender values.