We want most contacts/borrowers/applicants to show TIN/SSN, we just want to have the option to hide TIN/SSN for certain contacts/borrowers/applicants.


1) Create a new Loan Portfolio:


2) Create a new Contact Type:


When creating the new contacts/borrowers/applicants make sure they are added to the new Contact Type and when create a new Loan, make sure the loan is added to the new Portfolio and the TIN/SSN should not display on both Contact and Loan Screen accordingly.