Adding an Individual Party

The Manage Parties screen allows you to add an individual party. An individual party is a party comprised of a single person.
Note: You will no longer be able to create a new loan or view all loans when hovering over a party in the Manage Party screen.
  1. Click +INDIVIDUAL. The Create Party screen is displayed.

  2. Enter as much information on the new party as possible.
    Party Information:

    • Copy button - Use this button, , to copy an address from another party record. After clicking this button, you can search on the list of existing parties using a search box or increase the number of entries to display and scroll through the list.

    • SSN:  Social Security Number. A business needs an EIN in order to pay employees and to file business tax returns. To be considered a Partnership, LLC, Corporation, S Corporation, Non-profit, etc a business must obtain an EIN. Those business that do not are considered proprietorships and the Owner / Operator SSN is used on any tax documents. Field has mask for format of SSN with dashes.

      Note: The system does not prevent creating multiple parties with the same SSN.
    • Expand and collapse sections of the screen using and .
  3. The new party is created.
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