1. To add a corporate client to your file, click the clients tab

2. Click add purchaser to file (note the wording will be different in a sale or refinance)

3. Click create new client

4. Click the corporate icon at the top

5. Fill in the rest of your details, and click create

6. Click the three vertical dots on your client card
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7. Click view global profile

8. Click add signing officer

9. Add in your client's company position, and search your database or create a new client

10. Click associated contacts

11. Your signing officer is now added!
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You can click view contact to edit any of their global profile details