Loan - Contacts

Add Contact (Button)
From here, you'll be able to add additional contacts to associate them with this loan. You can create different contact categories to create groupings like co-borrowers, guarantors, insurance agents, or realtors. To create these distinct contact categories, you'll want to navigate to your 'Admin - Other Settings' tab. 
Once you've added additional contact categories via the Admin - Other Settings area, you'll see those options when you click the 'Add Contact' button as shown in the image above.  

In the image above, you'll see the 'Co-Borrower' and 'Agent' options, where 'Co-Borrower' is a default option. The 'Agent' option was added. 
Select whichever applies to your use case, then search for the contact you'd like to add from your existing contacts list. 
Once you're done, click 'Save' to add the contact to associate them with the loan. 

Notices (Toggle)
You can enable/disable notices for the contacts you've added by clicking the blue '(Turn On)' or '(Turn Off)'links. 
Added contacts that have notices enabled will receive any notices generated for the primary borrower on the loan as separate emails for each.