Create a portfolio loan, unrelated to a specific property

Steve Folly 4 months ago • updated by Karen Scott 3 weeks ago 1

I'd like to be able to create a loan that isn't tied to a specific property.  E.g. a director's loan.


I'd like to extend this idea to cover other information held at the Portfolio level. For me this is Insurance and government registrations (Data Protection and Scotland Landlord Registration) so I can see current status and get timely reminder on renewals.

thanks, Karen