Add Deal

Created by Erik Åkerlund, Modified on Wed, 07 Feb 2024 at 02:42 PM by Sara Flodin

This article describes how to add additional deals, such as Fee's, to an existing deal. 

(Any Deal Type can be added to an existing deal using the "Add Deal" function)

The reason might be that you want to "connect" the additional / or deals under the same Deal ID for example for Accounting and report purposes etc. It can for example be used to periodize a fee during the lifetime of a Loan.

Add any deal by the "Add deal" button

Pick the deal type you would like to add to existing deal.

For instance a One-Time Fee:

Enter the additional deal details. 

Press Save.

This deal is now added under the same Deal ID and will be treated under the same Deal ID by the system.

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