Access the walk through tutorial: Create & Use Fee Templates
Fee Templates are key to reducing the amount of time you spend creating a proposal. once you have your fee templates set up, you can pull them into any scenario with a single click, then make any minor edits necessary.
- Creating a fee template inside MC
- Financing fees into a loan (add to loan amount)
- Creating custom fees
- How the fee detail is displayed on the report
- How to edit previously created fee templates in the settings
- How to assign a fee template to a product template