You can use Loan Program Templates on the 'Terms' screen when creating a loan proposal or open house flyer.
- Select a lead or open house flyer to work with
- Go to the 'Terms' screen
- Click the 'Select a loan program template' link in the sidebar
- Use the dropdown list to choose a template
- templates you create or that have been shared with you will be available to choose from
Note: users can still edit or tweak the terms for a scenario after a loan program template has been applied as long as the users corporate account administrator hasn't set the 'Force users to use a pre-defined loan program template instead of entering terms on the 'Terms' screen for loan proposals and/or open house flyers.' option in the corporate admin client settings.