LoanCIrrus allow Lenders to record financial data for the businesses they are evaluating.

Company Financials are recorded at the Company Level. This means that while we show you the company's financials on a particular loan, you are unable to edit those financials on the loan. You must return to the company and update the financials. 

NOTE: Once Loans are processed beyond the point of 'Approval' the financials are locked and a 'snapshot' taken and stored on the loan. You are still able to update the financials at the company level. 

While on the Company Overview select the Tab for Financials.

Select "Financials" button to start entering financial data for a company.

There are two (2) ways to input financial data for a company: a) Manual Input b) Batch Input. 

Manual Transaction Input

After the initial input the view changes to

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