Insurance Tracking General Overview
This article will provide a general overview of how to: * Add Insurance Types (Site Administrator function) * Create an Insurance Tracking Record * System Insurance Letters * System Insurance Reports * You may also view the video here Adding Insurance Types : Insurance Types are Custom and can be added by …
Adding Insurance Types
Users with administration privileges can maintain the list of Insurance types for your Ventures site. The Insurance Types will appear within a Funded loan record > Tracking > Insurance > Insurance Type drop down options. From Ventures: * Access the Administration menu located on the upper right portion of…
