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How to add funding and interest adjustment dates to a submission
How to add funding and interest adjustment dates to a submission

compliance, funding date, interest adjustment, mortgage details

Marnie George avatar
Written by Marnie George
Updated over a week ago

Once you have completed your submission to a lender you can apply the mortgage details and add in the funding date and the interest adjustment dates. By clicking into "Mortgage details" you can set up mortgage details, fees and loan information for the deal. Apply the mortgage details from your submissions or manually edit the mortgage details for compliance.

Click into the deal you want to work on, then select "Compliance". Click on "Apply mortgage details".

Scroll down to the "Funding date" and/or Interest adjustment date" and fill in the information and save.

Should you need further help, please click on the chat button or email support@finmo.ca.

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