Nested Entities under primary borrowing entity

Key Features:

1. Multi-layered Hierarchy:

   • Each member of a borrowing entity can also be an entity.
   • Members of these entities can also form additional layers, up to 10 levels deep.

2. Flexible Structuring:

   • Enables more comprehensive representation of borrowing relationships within complex organizations or groups.

3. Universal Availability:

   • This feature is available for all users.

4. Simple Activation:

   • To begin using nested entities, this feature must be enabled under the Company Profile Settings area.

How to Enable Nested Entities

1. Navigate to Company Profile Settings:

   • Go to your CRM or LOS dashboard.
   • Click on Settings in the main navigation menu.
   • Select Company Profile.

2. Enable Nested Entities:

   • Locate the Nested Entities toggle or setting.
   • Turn it ON to enable the feature.

3. Save Changes:

   • Click Save to apply the changes.
   • Once enabled, the feature will be immediately accessible.

How to Use Nested Entities

1. Create a Primary Borrowing Entity:

   • Start by creating or selecting a primary borrowing entity in your system.

2. Add Members as Entities:

   • Under the primary entity, add members as needed. Each member can be set to an individual or entity and those entoes can have additional member entities. 

3. Build Multi-layered Hierarchies:

   • Within any member entity, you can add further members, building up to 10 levels of nested entity/member relationships.

4. Manage and Track:

   • Easily view and manage all entities in the hierarchy using the entity overview interface.

Benefits of Nested Entities

• Streamlined Organization: Simplifies management of complex borrowing groups.
• Enhanced Insights: Gain a clearer view of the relationships and dependencies within entities.
• Scalability: Supports growth by allowing up to 10 layers of nested entities.