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How to: Add a note to a loaner agreement
How to: Add a note to a loaner agreement

This article will show you how to add an internal note or a client visible note to the loaner contract

Kevin Ferah avatar
Written by Kevin Ferah
Updated over a week ago

The Fleet by BEEM app allows you to add notes about a customer that will remain private and only visible to you and other advisors who have access to the system.

You also have the option to add notes that will be client facing if you want to inform them of something specific and have it noted on the signed agreement.

Watch this video to see how to do so.
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