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Adding or Removing the Figure HELOC calculator to Your Proposals

Owner Feature Only! 

This article covers two topics, click the links below to jump to the relevant section: 

 

Adding Figure to MissionControl

Figure can be added as a finance option in MissionControl, which can be done following these steps: 

  1. Open your MissionControl Portal. 
    AccessMissionControl_GIF
  2. Open the 'Add New' dropdown.
    FinanceOptions_AddNewDropdown
  3. Under 'Finance Options', search 'Figure'. There will only be one option, so select "Figure - HELOC". 
  4. Click 'Add Finance'

    FinanceOptions_AddFigure_GIF

  5. Don't forget to Save! 
    FinanceOptions_SaveButton


Removing Figure From MissionControl: 

  1. Open your MissionControl Portal and select which company account you'd like to edit. 
    AccessMissionControl_GIF

  2. Under 'Finance Options', scroll to find the 'Figure' dropdown.
    Figure_FinanceOptionDropdownFigure

  3. For the finance option, "Figure - HELOC", click the deactivate toggle on the right. 
    Figure_DeactivateOption_GIF

  4. If you'd like to adjust the expiration date, click into the option editor. 
    1. Learn more about live and expiration dates HERE. 
    Figure_ExpirationDate_GIF

  5. Make sure to click 'Save Finance Changes'! 

    FinanceOptions_SaveButton