Keep your loan book accurate when a client pays out their loan.
Who this is for: Brokers
Steps
Open the settled lead and go to the Loan tab. The Discharged toggle only appears once the lead is in a Settled stage.
Switch Discharged on. The loan balance changes to $0.
To undo, switch it off and enter the correct loan balance (more than $0).
Good to know
The same toggle appears in Client Retention (Connect360), and changes sync both ways.
Need a hand?
Email [email protected] and our team will get back to you.