How do I identify a type of provider?

CCD is able to record group providers based on the type of business they offer. For example, when loading a mortgage for a client, this may be dealt either directly through the lender or via a mortgage packager. You are able to record both the lender themselves and the mortgage packager through whom the mortgage was arranged.

In order to record the type of business the provider supplies, from the Main Menu click on Setup > Providers. Now locate your provider and click on the More option on the right hand side. Now choose the Information tab then Services and record the type of business that they offer in the Groups to which the Provider  belongs dropdown list.