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Contacts & Relationships

Contact Management (CRM)Managing all the contacts and relationships associated with loans is a breeze with the Madison System. You can save all contacts associated with loans – borrowers, guarantors, referrals, prospects, attorneys, accountants, etc. You can save current and historical borrower financial statement and tax return information, both business and personal. Ticklers will remind you when updated information is due, and create letters or emails to request needed information.

Loans can be grouped by borrower relationship to support easy navigation and reporting.