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Figuring a Deal

This video provides a quick overview of the Figure a Deal process in IDMS.

If you want to calculate a deal and not save the deal or progress it further, you can just use a worksheet to figure a deal in IDMS. If you want to then convert it to a deal, you can do that from the Figure a Deal page. Print the deal by pressing Ctrl + P, clicking the File menu and selecting Print, or right-clicking and choosing Print.

  1. From the left navigation pane, click the Deals icon and choose Figure a Deal.

The Figure a Deal page opens.

  1. Complete the fields as you would when working on a worksheet.

The Calculate icon appears when you change field information.

  1. Click the Calculate icon.

Payment information is calculated.

To convert to a deal

  1. Click the Add icon .

The Select Applicant pop-up window opens.

  1. Enter acceptable search criteria, and click Continue.
You are required to enter either the social security number in the SSN field or at least a first initial in the First Name and Last Name fields.
  1. Choose or add the applicant. See Adding a Retail Deal for details on adding a new applicant.

The Deal page opens.

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