Adding a Guarantor

Note:
Adding a Sole Proprietor or Individual borrower as a guarantor is not required.
  1. You can add guarantor information by selecting the +UNLIMITED GUARANTOR or the +LIMITED GUARANTOR button. These buttons are available on the Parties page when creating a new transaction or editing an existing one.

    Select an existing party as guarantor or create a new one. The Search capability is present.

  2. Selecting a new or existing party returns you to the Loan Parties page with the selected party displayed as a Guarantor.

    You can:
    • Add another guarantor by again selecting +UNLIMITED GUARANTOR or +LIMITED GUARANTOR.
    • Remove a Guarantor by hovering over a party and selecting X to remove.