Clients

Client is a key entity in the Brainysoft system. In the context of a financial organization, a client is a borrower, that is, a person receiving a loan or credit.

This section contains materials that will help you work effectively with clients in the system:

• Client Monitoring: Client monitoring is used to create a connection between a client (or group of clients) and a loan specialist. This function is actively used when generating various reports. Monitoring is created automatically when a new client is added to the system.

• Client Management Guide: A detailed guide describing the main operations with clients: creation, editing, field configuration, adding co-borrowers, guarantors, and other related persons.

This section will be useful for specialists who want to deepen their knowledge of client management functionality.