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How to add fees and/or insurance sales tax to the mortgage details in a deal
How to add fees and/or insurance sales tax to the mortgage details in a deal
Marnie George avatar
Written by Marnie George
Updated over a week ago

To add any fees, such as legal or appraisal fees into the application you can do that in the "Compliance" section of the deal. You can also add the insurance sales tax in the deal as well.

How to add a fee

  1. Click into the deal you want to work on.

  2. . Click on "Compliance on the left menu" and select "Mortgage details"

  3. Scroll down to "Fees and sales tax"

  4. Click on "Add fee"

5. Enter the fee and select whether it should be deducted from the principal, and whether to be included in the APR.

6. Scroll down to "Save changes"

How to add Insurance Sales Tax

  1. Click into the deal you want to work on.

  2. . Click on "Compliance on the left menu" and select "Mortgage details"

  3. Scroll down to "Fees and sales tax"

  4. Click on "Add insurance sales tax"

    5. Enter the insurance sales tax in the correct field

    6. Scroll down to "Save changes"

Should you have any questions please click on the chat bubble or email us at support@finmo.ca

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