Adding Funder Commission
To add commission to an online quote, you will need to add a cashflow to your quote.
Navigate to ‘Cashflows’
Click on 'Add Cashflow'
Select Cashflow type as ‘Funder Commission’
Input all necessary details and click on 'Save' and that’s it!
Now when you request an online quote the commission will be taken into account at the Funder.
Dealer OTRP
Info: There are three different ways to modify the OTRP before requesting an online quote.
To modify the OTRP before sending to the Funder from the quotes screen, enter a value into the ‘Dealer OTR’ field in the ‘Derivative Details’ dropdown:
Click ‘Save’ to save the quote. Then when you request and online quote the dealer OTRP will be sent to the Funder!
The OTRP can be modified in the calculations page, by applying a discount:
Click 'Calculate' from the quotes screen
Apply any discount
Click ‘Save’ to save the quote
Finally, the OTRP can be modified when adding a derivative to a quote:
Apply any discount and then click ‘Save’.