In order to add loan information to your property, open the Portfolio page from the Property Operations left-side menu to get to the Properties page.
Click on "View property", select the “Financials“ tab and click “ + add“ on the Loans section. Fill in all required fields and press the “Create“ button:
To edit previously added loan information, hover on the loan record and click the “Edit“ button. Change the information according to your needs and submit the changes by pressing the “Update“ button:
If you would like to remove the current loan information, you will want to hover on the loan record that you want to delete and click on the “Delete“ button, and confirm this action:




