Adding and updating Capital Providers in a lien

A Funder Software user can add Capital Funding information in the software as well. This includes the name of the Capital Provider, the Percentage of ownership and Notes.

Below are the steps in adding Capital Providers:

1. Log in to your Justice Bolt Funder Software account.

2. Go to the case profile and select the Liens tab.

3. Click on View to go to the Lien Details

4. Scroll down to Capital Providers and click on Add Capital Providers

5. Fill in the information for the new Capital Provider name. The system will auto-populate similar entries so you can identify if the entry is already available. If this is available, just select the entry. If not, click on the green +New Capital Provider to add the new name.

6. Fill in the Ownership percentage and notes (both optional) and click on Save.

• To update an existing capital provider, go to the same Lien Details window and scroll down to Capital Providers

• Click on the green pen icon to edit/update the Capital Provider information:

• You can also click on the Remove Capital Provider if you want to remove the information.
• Click Save to save the changes.