How to Indicate a Loan is Brokered Out
Indicating a loan as brokered is simple in Charlie.
1. To indicate a loan is brokered out, navigate to the Lead & Referral Sources tab on the main Loan Overview screen.
2. In the Business Channel section click 'EDIT'
3. And select 'Yes' from the 'Brokered Out' dropdown.
4. Then simply click the Checkmark to apply the changes.
5. The Brokered Out indicator will now show as Yes.
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