Within your contact profiles, you can view information in regard to any loans attached to a contact record.*
* The information available is dependant on your contact integration.
To view this information, start by navigating to the Contacts menu.
- Locate the contact you wish to look into, either by using quick search or selecting them from one of your lists, e.g: Highly Interactive Contacts.
- Once within the contact profile, select the Loans tab.
- Within the Loans tab you will see any loans attached to the contact, separated into loan 'cards'.
Each card will provide important details about the loan, e.g: Loan amount, Settlement Date.
These loan details can be utilised in campaigns, e.g: Trigger a campaign based on your contacts Fixed Rate Expiry Dates.