For a refinance transaction you can indicate which debts will be paid off with the proceeds from the refinance.
- Goto the 'Leads' tab
- Search for and edit a lead
- Goto the 'Payoffs' tab
- Select the scenario 1, 2, 3 or 4
- Click the 'Add Payoff' button
- Enter the information for the liability to be paid off
- Repeat steps5 thru 6 for each liability to be paid off
Note: you can also use the 'Copy payoffs' link in the sidebar to copy payoffs from one scenario to another scenario.