LoanCirrus allows you to link persons to companies.
- From the Company Overview OR during the Company creation process, you will see this view:
2. Adding A Linked Person
In order to link an officer to a company that officer must already be a client in LoanCirrus or you must create that person as a client before they can be linked to the company. You can link more than one officer to a company.
You can quickly see how many persons are linked to a company