Admin Tab‎ > ‎Statuses‎ > ‎

Loan Offer Status

 
 
 
Your Broker Brain account is set up with the ability for you to create Loan Offer statuses, depending upon need and preference. Unlike the other status screens, Loan Offer Status has no standard statuses assigned.
 

Adding a New Loan Offer Status

1. From the Admin tab, click on the Statuses sub tab at left. A series of tabs will appear at the top of the screen to the right, as shown below. Click the Loan Offer tab.
 
The following screen will appear:
 

2. Enter the status name in the Status field.
 
3. Select the desired weight of the item from the Weight drop-down box. The status weight controls the sorting order of each status in menus where they can be selected. The lower the number, the higher the item will appear on the list.

4. Click the green Add button. A Loan Offer Status List will be created with your status shown beneath the title bar. As you add more statuses, they will show on this list as well.

Important:
  • For information on renaming or deleting a status, click here.
  • If you wish to change the weight of a status, select a new number from the Weight drop-down box and click the Update button.