Add Finance Reserve Calculation

The finance reserve calculation allows you to estimate the finance reserve amount based on several factors.

1. Open the Deal Desking module.
2. Locate and click over a deal in the list to open the deal window..
3. Click the Edit button in the lower right to edit the deal.
4. Click the F. Profit tab.
5. Choose the finance reserve calculation that matches how the bank calculates the finance reserve.

Note: If you don’t know how the bank calculates finance reserve, you can choose option 17 - No Reserve, then type the amount as a finance flat rate.

6. Click the Save button at the bottom of the window.