How to Add/Remove Board Members
You can track Board Approvals in Ventures in the Loan Analysis > Approval menu . * You can add a board member to the loan's Board Approvals section by clicking Add+ . * If the Board Member already has a contact record created in the system, then begin typing the name until they appear in the dropdown me…
Payments: What to Expect after you Board your Loan
This video will show you what you can expect to see in your Payments loan menu after you have boarded a loan:
