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Showing articles from board tag

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+ **. ![][1] * If the Board Member already has a contact record created in the system, then begin typing the name until they appear in the d…

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:

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