Creating a Branch

How to create branches in LoanCirrus

Karen avatar
Written by Karen
Updated over a week ago

***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:

Loan Cirrus allows you to create multiple branches and to restrict access to any branch.

This feature is accessible by clicking “Branches”

from the top navigational pane on the Admin Dashboard or by clicking the dashboard icon below:

***Please note: “All Branches” is a view of the branches. It is a setting that allows you to view aggregated data across branches.***

This will render the screen displayed below

Click on

Fill-in the required field information

Then click

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