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Swapping Out Finance Options

  1. Inside a proposal, scroll down to the current finance option and tap it to open the finance option module. Finance_SelectOption
  2. In the first dropdown, select the finance provider desired.Finance_SelectOption_SelectLender
  3. In the second dropdown, choose the option you are wanting to update the proposal with.Finance_SelectOption_ChooseFinanceOption
  4. Once selected, press save.

Finance_SelectFinanceOption(2)_GIF

Watch How to Swap Out Loan Options