findesk

Part 2 in our Entity Creation series. Adding a Sole Trader or Individual to your Applications is a cinch. This tutorial will show you how.

How to create an Individual or Sole Trader Entity

Part 3 in our Entity creation series: Video tutorial on how to enter in a new Trust and add Trustees and other contacts.

Part 4 in our Entity creation series: How to enter new partnership entities, add the partners and apply them to applications.

Part 1 in our Entity creation series. Entering a Company Entity and guarantors.

Editing entities can have flow on effects in findesk, so it's important to understand the process and effects of such editing.

Tutorials designed to teach you how to correctly input your customer's entity structures and ensure correct information is captured.

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