Managing Borrowers & Contacts
Entering New Borrower and Contact Records
Deleting Borrowers and Contacts
Attaching Files to Borrowers and Contacts
Creating Related Parties Groups
Sending Temporary E-Mail Messages
Using the Dashboard to Manage Borrowers
Using the Dashboard to Manage Contacts
Sorting Contacts and Borrowers
Using Groups to Select People to View
Setting Loan Cycle Status Letter Options
Viewing Letters Sent to a Borrower or Contact
Finding Borrowers and Contacts