💸Settlements

Settle a Consumer or Commercial Deal - A step-by-step guide

✏️ Editing a Settlement

For deals settled by a lender via API, changes to Amount Financed, Funded Date and Commission cannot be edited

For Off-Panel deals manually settled by you as a broker, you have the full capability to edit fields.

  • You can select the deal you would need to edit via search or from Commissions tab and clicking into the deal.

Navigate to Settlement Details
Make changes where needed
Click 'Save'

🗑️ Deleting a Settlement

Within the Settlement Details tab, you can scroll down to access the 'Delete Settlement' button

A confirmation pop-up will appear for you to click 'Delete'

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