How to add or import existing clients ?

1) Click on the Client logo.

2) You will see two buttons to the top right called Import Clients and Add Existing Client.

3) Importing clients will require a CSV file with the following information:

• First Name
• Last Name
• Phone Number
• Email Address
• Loan Amount 
• Loan Type
• Settlement Date

4) You will be asked to map the fields.

If you are wanting to add your existing clients manually, follow the steps below: 

1) Click + Add Existing Client. 

2)Fill in the fields.

3) Click Add.