The Search Bar

From any screen in LoanCirrus Client View you have access to your search bar. You can search for borrowers using their name or Client ID.

Click inside the bar to search. 

Every client (person or business) has a unique Identifier and can be quickly located by searching the Client Number.  You can also search by the following:

First Name
Last Name
Business Name including (Limited, Corp, Corporation, etc.)

Selecting a customer record from the dropdown list will take you to that customer's file.

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