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Article - How to add a Trustee

Enter the Trustees of the Trust Applicant

Liz avatar
Written by Liz
Updated over 2 years ago

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.

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