You may add up to 3 financing options to each homeowner report. This is usually done after you have finished with editing the recommendations.
With the report open, click on the Finance button on the left sidebar.
This will open the list of available loan products that you can include in the report. Just click the show button to add it to the homeowner report.
If there are no loan products on this page to choose from. You or an admin of the company will need to add financing templates in the settings
You also have the choice to build a custom loan product, but these custom products can only be used for the job you have open - they are not reusable.
Editing a loan product
When you click on the title of a loan product, it will open the product and allow for cash down or cash incentives to be entered. Each time you make a change to the recommendations, and model the job again, the job cost will automatically update for the loan products that you have chosen.
You cannot edit any other fields, if a loan products needs to be changed, it has to be changed in the financing template section.