---
title: Adding a Lender within a Deal
description: How do I edit or add a lender in a deal?
---

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# Adding a Lender within a Deal

## How do I edit or add a lender in a deal?

![](https://tawk.link/5f593f27f0e7167d000eea73/kb/attachments/5KqXPiiIpq.jpg)

 

---

 **Adding a Lender from the Sale Information Page**

- From within your *[Sale Information](https://support.menumetric.com/sale-information-page?hsLang=en)* page in your deal, navigate to the middle right section titled *Structure*.   
  ![](https://support.menumetric.com/hubfs/image-png-Nov-12-2021-09-14-49-54-PM.png)

 

- Click open the Lender drop-down field to view the list of Lenders set up in your account.   
  ![](https://support.menumetric.com/hubfs/image-png-Nov-12-2021-09-17-25-35-PM.png)
- If you see the Lender you are looking for, select it. 
- If you do not see the Lender you are looking for, click the blue + button next to the drop-down field. ![](https://support.menumetric.com/hs-fs/hubfs/image-png-Nov-12-2021-09-19-49-63-PM.png?width=33&name=image-png-Nov-12-2021-09-19-49-63-PM.png)  
  ![](https://support.menumetric.com/hubfs/image-png-Nov-12-2021-09-19-10-32-PM.png)

 

- This pop-up will appear, where you can enter your lender's information.  
  ![](https://support.menumetric.com/hubfs/image-png-Nov-12-2021-09-24-32-60-PM.png)
- -  You can start by checking our library of *Available Lenders* and then click "*Select*" ![](https://support.menumetric.com/hs-fs/hubfs/image-png-Nov-11-2021-06-32-26-64-PM.png?width=36&name=image-png-Nov-11-2021-06-32-26-64-PM.png) if you see the Lender you are searching for. By doing this, the information already housed in our library will populate into your lender form. 
  
  ![](https://support.menumetric.com/hubfs/image-png-Jul-14-2021-01-44-05-79-PM.png)
  
   
  
   
  
    - Fill in any missing info, or update the info as needed.  
  
  \*\*\*\* Abbreviation is used in reporting.  Be as specific as possible and do not use the same abbreviation for more than one lender. 

  ![](https://support.menumetric.com/hubfs/image-png-Jul-14-2021-01-45-02-35-PM.png)
  
    - If the lender you would like to add is not in the list, select "*None/Create New*" and then click "*Select*". 
    - Fill in your lender information and then click "*Save*". ![](https://support.menumetric.com/hs-fs/hubfs/image-png-Nov-11-2021-06-37-12-40-PM.png?width=28&name=image-png-Nov-11-2021-06-37-12-40-PM.png)  
      ![](https://support.menumetric.com/hubfs/image-png-Nov-11-2021-06-35-48-99-PM.png)
  
   
  
  **Reserve Calculation Defaults:  **For each lender, you can set the Reserve Calculation methods that they use.  Use those settings to calculate the reserve earned on the [*Logging*](https://support.menumetric.com/logging-page?hsLang=en) page.
  
  ![](https://support.menumetric.com/hubfs/image-png-Jul-14-2021-01-46-30-46-PM.png)
  
  From the *Logging* page, you can choose the *Reserve Method* and click *lookup*. It will use the calculation default that you entered in *Settings* to calculate the reserve amount.
  
  ![](https://support.menumetric.com/hubfs/image-png-Jul-14-2021-01-57-11-91-PM.png)

 

- These changes will be saved to your lenders' list in Settings. You will be able to use this lender for future deals.

[Click here to learn more about lender settings. ](https://support.menumetric.com/how-to-add-a-new-lender?hsLang=en)

 

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