There is an assumption that you are entering a Trust Applicant and you are on the Trust Applicant page.
Step-by-Step Instructions
Step 1
To add a Trustee, you will need to be on the Current Situation tab, Trust Applicants Menu icon.
Step 2
Use the arrow keys to select the number of Trustees associated with the Trust Applicant.
Notice the new fields that appear, requiring additional information about each Trustee.
Step 3
Important Note: A Trustee must always be an Applicant on the loan application. The Trustee may either be:
- a Person Applicant
- a Company Applicant
Click on the Add Data button (+ sign).
Select the appropriate type of Trustee and enter the required information.
Step 4
Once you have successfully added the Trustee, you are taken back to the Trust Applicant page.