A Company Applicant can be entered as either a Borrower or a Guarantor. 

To add a Company Applicant, click on the Current Situation tab.

The Company Applicants Menu icon should be highlighted.

Next, click on Add Company Applicant.

From here, you may select the type of applicant, either Borrower or Guarantor.

Assuming that you would like to add a borrower applicant type, select Borrower.

You are now presented with all the data fields required to add a Company Applicant, Borrower.

Further information is captured on the additional pages, outlined in the Page menu on the left hand side of the screen.

Real Time Messages

All red boxes are mandatory fields for that lender and must be completed.

Notice the Messages dropdown menu located at the top right hand corner of the page.

If you click on this, you will be presented with a list of fields that are mandatory and are not yet completed.

If you click on one of these messages, it will take you to the respective field for completion.

Time Saving Tip: You may select any page within the Page menu at any time to enter more information.

You may start to enter the required information for Company Applicant Borrower.

Resource fields are pop-ups that require additional information.

You can continue to enter the company's details by clicking Contact Details in the Page menu and entering the required information.

Notice the 'thumbs up' to the right of Contact Details which indicates that all mandatory fields within Borrower have been completed within that section.

Address fields are pop-ups that require additional information. For assistance with Address Details, refer to the How to add an Address article. 

Next, click on Business Details in the Page menu and enter the required information.

Next, complete the financials required for a Company Applicant.

You have now successfully added the details for a Company Applicant, as indicated by the 'thumbs up' to the right of all the Company Applicant sections.