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๐Ÿ†•How to Create a New Client Organization

This article is for brokers that do not see the client they are submitting on behalf of (grantee) on the drop-down menu

Updated over 7 months ago

Please ensure your client company does not exist already in Tressl by searching in the dropdown to avoid duplication.

  1. After searching through the dropdown menu (make sure to do this first to avoid duplicates) check the box to the bottom right labeled "Create New Client Organization?"

  2. Enter all required fields about the client you are applying on behalf of:

    You will have the option to select the approving organization (company you are applying to) in the next step!

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