The transaction tab holds information about the transaction: purchase price, loan amount, occupancy type, etc.
Completing the transaction tab
To complete all required fields on the Transaction tab, select Edit Transaction and provide the following information.
For a purchase:
Purchase price
Down payment
Loan amount
For a refinance:
Estimated value
Mortgage balance
Loan amount
All other information is optional.
Updating the transaction type
To update the transaction type (ex. switching from a pre-approval to a purchase), click 'Edit Transaction' and use the 'Transaction Type' dropdown to make your selection.
