You asked for it and we delivered!  We've listened to your votes (the highest ever!) via the Ideas Portal and we're thrilled to announce that as of 9 December 2021 you will be able to link single and multiple mortgage loan liabilities against a real estate asset.

How to add and link liabilities to real estate items

There will be many cases where you need to record multiple mortgage loan liabilities against your real estate asset, you will now be able to record these within the Opportunity. 

1. Open the relevant Opportunity.

2. Select Financials from the left hand sub menu.

3. Navigate to Real Estate Assets in the top menu.

4. Expand real estate entry using the arrow

5. Any existing Mortgage details will be displayed. To add a new mortgage click the Add Another Loan button. 

From here you can add the relevant mortgage details. 

Adding existing liabilities 

If you have Liabilities on your opportunity, you can also add these to the real estate asset. 

1. Simply select the Link/ Unlink Liabilities button. 

2. From here the mortgage loan liabilities will be listed. Check the box for the Mortgage Loan you wish to link. 

Mortgage entries will now all appear in the Liabilities section. You can also link mortgage loan liabilities to real estate assets from here. Simply use the Link/Unlink Assets button. 

We've now aligned the real estate assets and liability fields with Apply Online. So when you push the opportunity to Apply Online you can save on data entry. 

Refer to the Wiki to learn more.