Assigning Client Fee Lists

To associate a client with a custom fee table:

  1. From the Fees Setup section of your XSite's Business Management, click the Assign Client Fee Tables link below the Navigation pane.
  2. All of the people in your contacts database that you've designated as a "Client" or "Lender" are displayed.  Add or update any clients as necessary.
  3. Then, to assign a custom fee list to a client, select the desired fee list from the drop-down menu to the right of that client.

  4. When finished, click OK to save your changes.