Skip to main content

22/09/23 v2.0.32

Updated over a year ago

You can now add a new industry contact called lender:

The lender contact type can be brought into the reservation form under the funding information drop-down.

To add a lender contact you need to navigate to the contact tab in Housebuilder Pro, and click on the industry contact tab. To mark a new contact as a lender, select "Lender" in the type drop-down.

Lender information is now on the reservation form:

You can now add lender details in the reservation form. You'll find this in the funding information drop-down. These fields appear beneath the financial advisor section of the reservation form.

This addition also shows on the generated PDF of the reservation form.

Did this answer your question?