Adding a Dealer or Funder
- Alom Hussain (Unlicensed)
- Matt Sullivan (Unlicensed)
It is good practice to perform a search first, to make sure the dealer or funder you want to add isn't already in the system. Once you have checked that, then if necessary click 'Add Dealer' (or 'Add Funder' if you're adding a funder).
In order to add a dealer or funder, you must first click the relevant option on the top menu bar. Then click ‘Add Dealer’ or ‘Add Funder’:
Add all the details you have about the new dealer or funder. Once you've put the property number in the 'property' box and filled in the postcode, press search and Accelerate will attempt to find the address for you. Alternatively, you can tick the 'manual' box and type the address in yourself.
When you are done, click ‘Save’ - A window will pop up alerting you to the fact that you will not be able to edit the details once you have saved it so make sure you check the details carefully:
Once you have done this, the new addition will appear in your list of dealers or funders!
Favourites
You can make a funder/dealer one of your favourites - which will send them to the top of the list for easy access. To do this, click the N under the ‘Fav’ column, and this will tag the funder as a favourite. Now the funder will be at the top of any list in the system:
Alternatively, you can use the search box in order to search from the specific lender or dealer you are looking for.