Adding capital providers to specific liens on Justice Bolt gives the ability to customize reports with the status of liens to keep capital providers up to date, as well as help the organization make better decisions about sources of capital.
What are the steps to use it?
- Open the case and navigate to the Liens tab
- Click on the View link with the double arrow
- Under the Lien Details, find the Capital Providers section and click on Add Capital Provider.
- Enter the name of the capital provider. Users can search for a capital provider already in the Justice Bolt system or click New Capital Provider.
- Enter the ownership percentage and additional notes, then click Save.
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