Multiple Payment Calculator: How do I create the custom export in Matrix?

Login to Matrix, and go to “My Matrix”  tab and select “Settings

Scroll down to “Custom Exports” and “Add Export

On the yellow “Export Name” enter “Bluecastle Lending

Inside the Available Fields highlight any field and add the following fields in this order:

  • Find “ML#” Click Add.
  • Find “List Price” and click Add.
  • Find “Tax Amount” and click Add.
  • Find “Association Fee” and click Add.
  • Find “Association Fee Paid Per” and click Add.

Make the Separator a “Tab”. Then “Save” the Export template.