Add a Corporate Applicant
- It is best practice to enter the perspective business contact first as a Prospect/Applicant before adding the Business as a contact.
- Complete entering the prospect information and the Apply Now process for the business contact.
Once the application has gone through the Apply Now process, you can add the Business/Corporation to the application:
1. Go to the Navigation Menu > Applicant
2. Locate the applicant and click View next to their name
3. Next to Contacts, click New
4. Enter the business's name:
- First Name: Enter * as the business's first name
- Last Name: Enter the name of the business
5. Set the business's Relationship to Head of household
6. You will be asked to change the current Head of household to another status. Select Adult co-head of household and click Save
7. Under Contact is, check Business/Corporation
8. Finish entering any other contact information required by your company and click Save