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Creating Companies

Creating a Company in order to start a loan application

Michael Claire avatar
Written by Michael Claire
Updated over 6 years ago

A Company can be any type of business you wish to add into LoanCirrus. In addition to creating clients  , you can also create businesses / companies and manage the financial data for those companies from within LoanCirrus.

With permission, you will see the menu options to create companies.


Next, you can begin entering information for the company. Simply complete what is required and click 'Next'.

This is what the finished Company looks like.

Next, create a loan application for this company.

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