***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:
from the top menu OR
from the Admin Dashboard.
2. Give your Fee a name
3. Select one of the listed types of fee
4. Choose whether to enable the fee
5. Choose whether to apply a tax to the fee
6. Select a fixed dollar amount fee OR a percentage of the loan amount.
7. Next, either enter the percentage or the dollar amount.
8. Decide if the fee amount can be overridden.
9. Finally, link your loan products to this fee.
You're done. Remember when you create new loan products to link your fees to them or create new fees for those new products. The choice is yours.