The Loan People folder in the People section of your CRM contains a record of your clients based on their relationship within an existing Opportunity.
Loan People Folder
In the CRM tab, select People in the left-hand panel.
Choose a category under the Loan People folder. eg. you can view all clients in your CRM who have acted as a conveyancer on a loan.
You can assign a client to one of these categories from the Contacts section of an Opportunity.