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Linking Persons To Companies

How to add Officers and Other Parties to a Company

Michael Claire avatar
Written by Michael Claire
Updated over a week ago

LoanCirrus allows you to link persons to companies.

  1. From the Company Overview OR during the Company creation process, you will see this view:

2. Adding A Linked Person
In order to link an officer to a company that officer must already be a client in LoanCirrus or you must create that person as a client before they can be linked to the company. You can link more than one officer to a company.


You can quickly see how many persons are linked to a company 

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