Funding
Review and Email Term Loan Offers
Browse generated offers in pages while keeping the offers you select for the client.
Generated term-loan offers show ten rows per page. Use Previous and Next to browse,
or change Offers per page to 5, 10, 25, or All. Changing the page size
returns to the first page. Sorting also returns to the first page.
Selections stay selected when you change pages or page size. Return to an offer’s page,
or choose All, to remove it.
The selected-offer banner shows the client’s saved choices. Choose Email offers to
client to compose an email, then check the generated offers to include. The email
selection count includes checked offers on every page. Email to client sends that
entire checked selection; it does not send only the rows currently visible. Cancel
clears the email selection without changing the client’s saved choices.
For applications that require a curated client offer wall, the Client offer wall
checkboxes also retain their selections across pages. Send Curated Selection publishes
the full checked selection. Email notification remains optional.
Paging and expanding the table do not change manual offers or the public offer link.
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