How To Change Loan Plan or Loan Amount

How to make changes to an approved loan. Change loan plan or amount.

Changing Loan Plan or Loan Amount:

You can make changes to loan plans and amounts from your dealer portal.

If you need to

  • Increase loan amount higher than the "Amount Approved"
  • Make changes to the applicant information 
  • Make changes to a brokered loan offer

email info@purefinancegroup.com or call 410-401-4957

1. Go To The Application> "Contract Prep" Tab

change loan plan #1

2. Click "Create New" to edit the loan plan or decrease the loan amount

change loan plan #1-1

3. Choose an alternative plan from the drop-down, or enter a different loan amount for the "Total Cash Price"

change loan plan dropdown

decrease loan amount change

4. Click "Save and Validate" to save changes and see new loan details

change save and validate button

5. Once saved, the loan details will be updated to reflect the new version dealer fee and monthly payment

new loan detail version

6. You must then send out new loan Documents for these new loan terms (here's how)

doc for new loan change