To enter a new client account:
Click the New Account button in the bottom left corner of the screen. The cursor will then go to the account number field. If you leave it blank the system will later ask you if you want an account number assigned automatically. The fields in red are required fields. They must be populated before going to the next Tab.
Next is the Employment Tab. On this tab you enter information about the customer/clients employment. You can also create a quick Income and Expenses statement that you can print to see if the customers is capable of paying back the loan amount
You should also select the customer/clients Bank Name from the dropdown next to Bank Name. If it is not listed, you can type the name of the bank in the dropdown. Title Loan Professional Plus will ask you if you desire to save the new bank name information, you should answer "yes"
