Company Management

CL Loan implementation creates and sets up a default company for a lender's loan business operations. However, lenders can define additional companies and company types based on business requirements. For example, a lender may want to create multiple branches for their operations. Or, a lender may want to process commercial loans from one branch or company, and construction loans from another.

You can assign any of the defined companies to a user. However, the company identified as the default company for the user is the one the user can work in, and which is displayed as the Branch in the sidebar in CL Loan pages.