Using Nested Entities

A transaction must have at least one entity borrower or guarantor to use nested entities.

Up to three levels of entity signatures are supported.

  1. To support multiple levels a SIGNERS button displays on the Parties screen whenever there is at least one entity borrower or guarantor in the transaction.

  2. When SIGNERS is selected from the Parties screen, a list of the entity borrowers, guarantors, and their signers is shown in a hierarchy structure with checkboxes in front of each non-entity signer, individuals and sole proprietors.

  3. Select the checkboxes to choose which signers to use in the transaction and click SAVE.