Term Sheet Report

How To Use This Report: Below are your customers that have applied and need Term Sheets from you. After you have sent them a Term Sheet and confirmed they received it, you will need to edit their file to remove them from this report. To edit their file, check the empty box for their account (top/left) then select Edit at the top of the report. Once the editing box pops up, check the box to the left of Term Sheet Received then change the drop down value to Yes . Finally click on Update after you have made this change.