1. Click "LoanGraphs" add report
2. Click Input Purchase and "next"
Click "Add Client" if it's a new client**
you could name it: "Donald & Mary Smith"
or any other naming convention you want to use like Name + last 4 of loan number. **
Example: Purchase 123 main st 5% down Or Purchase $250k, 300,350k examples
Type " 123 main st" Click away from it and it will save**
Examples: 5% down No PMI w/ 5% VA FHA Conv 10% are all great examples of naming schemes to describe this scenario to the client**