Prepare the file, step 2
I record income, credit and co-borrowers
bips helps by: Record co-borrowers, income sources and credit details on the client.
Co-borrowers, income and credit, part of the CRM
The details a deal needs are stored on the client, so you enter them once and reuse them on each deal.
What you do
- Open a client
- Go to the Profile tab
- Add co-borrowers, income and credit details
In the app: CRM, Clients, Profile tab