Term loan funding plan is an account-level feature in Settings → Labs.
It starts off. The workspace controls are rolling out separately; until they
appear on your contact’s Funding tab, continue using the existing term loan tools.When available, Add includes a generated offer in the plan. Add lender
records an offer your client received elsewhere. Payment is the monthly payment.
Every added row starts Not Started: adding an offer does not mean the lender
approved it or that the client received money.Only operators add or remove rows. Offers generated by an active 7 Figures
processor while the client’s term loan processing file was open keep that file’s
7 Figures credit, even if you add them after processing finishes. Monthly payment
on a 7 Figures row stays locked for operators, like its rate and term.Remove is available only for rows added through this Labs workspace. Approved,
funded, completed, client-approved, or invoice-linked rows cannot be removed here.
Removing a generated offer from the plan leaves the original offer available to
add again.Turning Labs off refuses new Add and Remove actions and keeps existing plan rows.
It does not select offers, change their status, or create invoices.See generated term loan offers for the
existing offer, selection, and client-review tools.
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