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.
If you have any questions or suggestions, you can contact us at email@example.com.