Create, Edit or Add a Lender Record

VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on  Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

Sales > Maintenance > Sales > Lenders

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Lending Company.

or

1. Click [New] in the Action Ribbon.

2. Assign a Lender Code.

3. Click [Create].

From within the Lenders screen:

1. Add or edit as required.

   1. The Address Line 1 hyperlink opens a list of addresses for this lender. Click the caret to edit additional detail for a specific address.

2. Click [Save] in the Action Ribbon.