***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon 

 to reveal the "Settings" option as shown below:

LoanCirrus allows you to do both personal and business scoring.
LoanCirrus allows you to setup scoring conditions and parameters which will be used to calculate a CLIENT/ BUSINESS CLIENT score for each client. The overall score for a client is calculated based on a weighted average of loan scores and client score. You can setup bands of ratings for a client's overall score. All you need to do is set a lower limit for each band. There must be at least 2 ratings.

Did this answer your question?