Adding Loan Programs

If you want to keep a record of the loan program that your contact is using, you can do so with the Loan Programs section of your contact's details.  To record a loan program in your contact...

1. In the contact manager, find the contact you wish to edit, click it, and click Edit.
2. In the Contact Details, scroll down to the Loan Program section of the Contact Details.  If the section is collapsed, expand it by clicking the blue arrow to the upper right.
   
   
   
3. Fill out the Loan Program, Closing Date, and Interest Rate fields.
4. When finished, click Save to apply your changes to the contact.

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