MULTIPLE ONLINE LOAN FOR ONE CLIENT - Looks easy, but not so much!


#1

Hi, Please help us out. We have a fintech client who needs to configure their Deal Module to keep track of how many deals ( loans) each client has. This allows them to rank and score each client and makes the re-current loans easier and faster. Does anyone have a model for multiple loans, different amounts and one client. Any suggestions would be greatly appreciated. Thanks!


#2

Hi @carola_cruz,

This should be available on the default property of num_associated_deals for any contact. Is that not populating for you? If not, could you share your portal ID so I can look into it further?

-Zack