In order to populate the Credit Proposal Disclosure document you first need to add the products to your opportunity.
How do I apply the products to my Opportunity?
To apply products to your opportunity:
Open the CRM and select Opportunities from the main left-hand menu.
Highlight and open the relevant opportunity.
Select Calculations from the sub left-hand menu.
Highlight the Product/Product Split.
Click Apply Product to Loan. This will transfer the product to the Products section of your Opportunity. If there is a split, both products are listed.
Your product details will transfer through to the Credit Proposal Disclosure document.
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.