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.