Creating Borrower Specific Guidance Line Across Multiple Loans

Guide Steps

Navigate to Contacts > Detail > Related Information tab > Loans Associated tab > To All Related Contacts (as borrowers) tab of the desired borrower contact and click the Edit button.

1

In the Allowed field enter in the desired amount (credit line) that this borrower can have across all loans, it will warn you if you go over.

2

Click the green Accept button when finished.

3

Guide Screenshot Reference