***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.

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