---
title: Adding and Managing Lenders in Prolegis
description: Accurately setting up a lender is a critical step in your workflow. Because Prolegis uses this data to auto-populate Requests for Funds, Mortgages, and Final Reports, selecting the correct lender and branch ensures document accuracy and streamlined communication.
---
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June 4, 2026
# Adding and Managing Lenders in Prolegis
## Accurately setting up a lender is a critical step in your workflow. Because Prolegis uses this data to auto-populate Requests for Funds, Mortgages, and Final Reports, selecting the correct lender and branch ensures document accuracy and streamlined communication.
### How to Add a Lender to a Matter
1. **Open the Add Mortgage Dialog:** Within your matter, navigate to **Mortgages** and select the option to add a new mortgage.
2. **Search for a Lender:** Use the **Search Lenders** field to find your institution. You can search by:
- Lender Name
- Registration Address
- Associated Contact Names
3. **Select from Quick Pick:** Frequently used lenders appear in the **Quick Pick** section for faster access.
4. **Choose the Funding Branch:** Once a lender is selected, a list of **Funding Branches** will appear. Select the checkbox for the specific branch handling the file.
5. **Assign Contacts:** In the **Contacts** panel, select the appropriate personnel for "Request for Funds" and "Final Report" to ensure automated emails and faxes are routed correctly.
---
### Handling Special Registration Cases
If the **Registered Party** on the face of the mortgage differs from the actual Lender (e.g., the lender is First National Financial LP, but the registered party is **Computershare Trust Company of Canada**):
- Select the primary **Lender** first.
- Under the branch/address settings, select or add the **Registered Name** (Computershare) to ensure the legal documents reflect the correct registration entity while maintaining the correct lending flow.
---
### Automation & Document Generation
Prolegis relies on the data entered in this section to automate your workload:
- **Document Population:** Lender names, branch addresses, and legal descriptions are pulled directly into your generated forms.
- **Communication:** The system uses the **Contact Information** (Email and Fax) to send out Requests for Funds and Final Reports automatically.
---
### Creating Private Lenders
If a lender does not exist in the pre-populated list, you can use the **+ Create New Lender** button.
> \[!WARNING\] **Private Lender Limitations** While you can create private lenders, please be aware that Prolegis’ advanced auto-document population may not fully apply to custom private entries. You may need to manually review and edit documents for these files.
---
### Managing Data
- **Adding New Info:** If a branch or contact is missing from a known lender, use the **+ Address** or **+ Contact** buttons to add them to the database for future use.
- **Finalizing:** Once all sections (Lender, Branch, and Contact) are selected, click **Select Lender** to link them to your matter.
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