Admins
Managing financing offers
Keep the calculator's starting options current when lenders change terms.
Financing offers are office settings, so admins keep them current alongside the owner.
Steps
- Tools, then Financing offers.
- Edit the rate, term, promo months, or minimum payment rule on any offer.
- Reorder so the most common offers come first; reps see the first four active ones.
- Deactivate rather than delete when a lender retires a plan, so old PDFs still make sense.
Good to know
- Minimum payment rules: a factor per thousand financed, or a fixed dollar amount.
- Changes reach reps on their next calculator open.