> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Term loan funding plan (Labs)

> Choose the term loan offers to include in your client's funding plan.

# Term loan funding plan

**Term loan funding plan** is an account-level feature in **Settings → Labs**.
It starts off. When you turn it on, the **Term Loan** section on your client's
**Funding** tab becomes a workspace with two parts: the plan at the top and the
generated offers below it. When it is off, the section works the way it always has.

## The plan

Each plan row shows the lender, APR, term, monthly payment, amount, and status.
Rows that 7 Figures Funding added carry a small **7F** tag. Open a row to see
its details, including its result screenshot, which you can view, upload, or
remove. **Expand All** opens every row. You can still edit a row's lender, rate,
term, amount, status, and screenshot where you could before.

Every row you add starts **Not Started**. Adding an offer does not mean the
lender approved it or that your client received money.

## Add a generated offer

Offers from the active application attempt are grouped by lender. Each group
shows the lender's name and how many offers it returned. When a lender returned
more than three offers, the group starts with its best picks:

* **Lowest payment**
* **Lowest APR**
* **Highest amount**

One offer can win more than one pick. Click the lender's name or **Show more**
to see every offer from that lender, and click again to go back to the picks.

Click **Add** on an offer to put it in the plan. The offer then shows **Added**.
You can add offers only from the active attempt. Older attempts stay visible
for reference.

## Add a lender

Use **Add lender** for an offer your client received somewhere else. Pick the
lender from the list, or type the name if it is not there. APR, term in months,
monthly payment, and amount are optional.

## Remove a row

Click **×** on a row and confirm to take it out of the plan. You can remove only
rows added in this workspace. Approved, funded, completed, client-approved, or
invoiced rows cannot be removed. If a row cannot be removed, the reason appears
under it. A removed offer can be added again.

## Who can change the plan

Only operators add or remove rows. The 7 Figures Funding team sees the same
workspace without **Add**, **Add lender**, or **×**. Offers a 7 Figures
processor generated while your client's term loan processing file was open keep
that file's 7 Figures credit, even if you add them after processing finishes.
The monthly payment, rate, and term on a 7 Figures row stay locked for you.

## Not in this version yet

* Offers proposed by 7 Figures Funding get their own tab later.
* Sending the plan to your client by email comes later.
* The workspace does not show offer selection or the selected-offers email from
  the existing term loan tools. Turn the feature off to use them.

Turning Labs off stops new adds and removals and keeps the rows already in the
plan. The workspace does not select offers, change their status, or create
invoices.

See [generated term loan offers](https://docs.myfundingmachine.com/operators/funding/term-loan-offers.md) for the
existing offer, selection, and client-review tools.


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