Add New Customer | Ultra Analysis
The Ultra type of analysis goes beyond the Fast Track analysis in that you can apply as much detailed analysis as needed depending upon the level of risk a particular credit may have. However, once you have entered all the Ultra detailed data on a particular customer, you can use that same data for a Fast Track analysis. This allows you to quickly service any additional financing needs your customer may have, like car loans, lines of credit or whatever, at any point in time, with minimal information. To create an Ultra analysis type of customer record:
Enter some basic information in the New Customer Setup screen and click the Save & Continue button.
On the Customer Profile / Getting Started dialog box, click Add New links to continue setup ffor the customer. For more information about each field, click directly on the links, or, Click here to return to the Add New Customer section.
Users may want to get started in different sections of the program. Click the Getting Started link you want to start with and then access the rest of Lending Cloud sections using the menu bar as needed.