Contacts and Companies FAQ
Where do I add Contacts & Companies? Contacts & Companies would be created within a loan record. Click on the loan menu labeled Entities and create your entities/contacts. NOTE: If you purchased the Lead Tracking module you have the ability to add Contacts & Companies within the main tables. How do I know wh…
What do the symbols next to the Entities represent?
Within the Entities menu you will often see the following symbols which represent file Associations.
Signature Blocks for Entities Owning Entities
The attached handout will walk you through the steps of setting up a signature block where an entity owns an entity.
