***This feature requires the user to have Admin permissions/rights***
You may access the Admin panel by clicking the "Dashboard Quick Menu" icon
to reveal the "Settings" option as shown below:
Navigate to the Products Menu Item in the Top Menu Bar OR
from the dashboard icons displayed
Select the CREATE PRODUCT button. There are options to decide the Product Type. Product Type settings will control which products are available for business lending an/or personal lending.
To ensure that your loan product can be used for Personal Lending you must select 'Personal'. This loan will be visible ONLY to Personal Lending.
To ensure that your loan product can be used for Business Lending you must select either 'Business' OR 'Both'.
Products selected as 'Both' will be available to both business and personal lines of lending.
