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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
email info@purefinancegroup.com or call 410-401-4957
1. Go To The Application> "Contract Prep" Tab
2. Click "Create New" to edit the loan plan or decrease the loan amount
3. Choose an alternative plan from the drop-down, or enter a different loan amount for the "Total Cash Price"
4. Click "Save and Validate" to save changes and see new loan details
5. Once saved, the loan details will be updated to reflect the new version dealer fee and monthly payment
6. You must then send out new loan Documents for these new loan terms (here's how)
If this is a brokered loan, see how to send loan documents for brokered loans