Steps on how to create a "Lender" and a "Title":


1. Go to "Dashboard" tab and click on "Add Contact"


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2. Fill out the required fields and click on "Check for existing records"


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3. Click on "No Matches Found. Add New Contact"



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4. Under "Settings" tab, click "Users"


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5. Click "Add New Lender"


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6. Fill out the required fields


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How to add a "Title" or Company


1. Under "Dashboard" tab click on "Add Company"


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2. Fill in the required fields and click on "Submit Company"


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