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Adding a Guarantor

Sydney Ferguson avatar
Written by Sydney Ferguson
Updated over 8 months ago
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5 STEPS

1. Click on the mortgages tab within your file

Step 1 image

2. As long as a mortgage has already been entered, scroll down and click add beside guarantors

Step 2 image

3. Click here to select or search client

Step 3 image

4. Select or create the guarantor

Step 4 image

5. The guarantor will now appear here

Step 5 image

Next step: Practice

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