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Deactivating Exited/Paid Off Companies

How to stop data collection for companies that are no longer in your portfolio or no longer need reporting

Updated over 4 months ago

Quick Steps - Deactivating Reporting

  1. Navigate to the company

  2. Click "Manage Reporter/Company/Borrower"

  3. Click Deactivate Reporter

  4. Confirm you no longer want company to receive deliverables

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