Associated Company Directory
Sometimes companies want to assign another company to a loan. This may be because the assigned company is handling a bankruptcy, collections, repossession, or some other important loan function. In LoanPro, you can create categories for these companies and records for companies in each category. These companies are associated to loans using a custom field.
Creating a New Directory
To create a new directory of companies, navigate to Settings > Loan > Custom Fields > Associated Company Directory inside of your account.
Enter a name for your directory in the field provided and click Save.
Once you have a company directory, you will be able to create a custom field that will allow you to select a company from it.
Create an Associated Company Custom Field
To create a custom field for an associated company, navigate to Settings > Loan > Custom Fields > Custom.