With the New Compliance Workflow, adding products to opportunities has changed slightly.
In order to populate the Credit Proposal Disclosure document, you first need to apply a product or product split/package to your opportunity. Products must be compared in a Product Comparison before they can be applied.
How do I add products to my Product Comparison?
To add products to a Product Comparison, please follow the steps below:
Adding and comparing single products:
To add and compare single products:
Open up the Opportunity you are working on.
Select Calculations from the sub left-hand menu.
Create a new Product Comparison by clicking the +Add button and selecting Product Comparison in the dropdown.
Select the products you'd like to compare and click Choose Products.
Adding and comparing product splits and packages:
To add and compare products splits and packages:
Open up the Opportunity you are working on.
Select Calculations from the sub left-hand menu.
Create a new Product Comparison by clicking the +Add button and selecting Product Comparison in the dropdown.
Select the products you'd like to add into a package/product split and press Create Package.
This will create a single package where you can allocate the split amounts to each product. If you would like to compare different package/product splits, you will need to repeat above steps for each package/product split.
Applying the Products to the Opportunity
After the Product Comparison has been created, select the product or package/product split inside the Product Comparison you'd like to apply to the opportunity, and click on the Apply Product to Opportunity button.
Your product details will be applied to the opportunity and will automatically appear on the Credit Proposal Disclosure document.
Note: As a precaution, any changes made to the interest rate, or loan term within the Product Comparison, will not be transferred to the Product section. Mercury will transfer the product/product split with the default lender values.