Download the Companion Guide
The Adding a Loan Companion is your step by step reference for entering and managing loan records in STRATAFOLIO. This companion guide walks you through how to navigate to the correct entity, complete every required field, map your loan to QuickBooks for automatic balance updates, and upload supporting documents. It also includes a pre entry checklist, post entry validation steps, and best practices for keeping your Loan Dashboard accurate and up to date.
Read the full guide on how to input and manage a loan in STRATAFOLIO.
