The Input tab will display the information of a deal in the form of fields. These fields are created and edited under the Configure tab. 

Adding a Lender Field

Step 1: Navigate to the Configure tab and click on Lender Fields. You will see a list of all the current lender field options.

Step 2: To add a new lender field, enter the information for the lender field in the fields at the top.

Under Data Type, choose what type of data will be accepted into the field in Input.

When you are finished, click the green check mark to save the field. The new check box will appear in the list.

Editing a Lender Field

To edit a lender field, click the pencil next to the item you wish to edit. The listing will become green and the information will appear in the fields above for you to edit.

Be sure to save your changes by selecting the green check mark when you have completed with your edits.

Removing a Check Box

To delete a lender field, click on the red X icon next to the item. A box will appear asking you to confirm the deletion of the lender field.

Deleting will permanently delete all data related to that field and any information within that field from the system.