Administration - Preferences: Lending

Administration - Preferences: Lending

Lending Preferences Overview

The purpose of this guide is to providing instructions on managing your Lending preferences.

 

How to Access your Lending Preferences

From the Title Bar at the top of the screen:

Screen_Shot_2018-05-02_at_10.43.11_AM.png

  1. To edit your Lending preferences, you firstly need to click on the Preferences link within XPLAN
  2. Click on the Lending menu item to view the submenu. 

 

Broker Mappings

Screen_Shot_2018-05-02_at_10.49.54_AM.png

Screen_Shot_2018-05-02_at_10.51.17_AM.png 

 

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