How to add a Borrower

To add a Borrower in a Private Mortgage Lending matter:

1. Open the Closing Form
2. Click on the Borrowers tab
3. Select whether the Borrower you are adding is an individual or a corporation
4. Search for the Borrower in the search box
5. Select the Borrower if the Borrower is already in the database, otherwise click on "No results found. Create new."
6. Click on the form and enter the required information
7. Click on "Save and Close"
8. To add another Borrower, click on Add Another Borrower at the top right of the screen and repeat the above steps