1. Go to Clients
In the left sidebar, click Clients, then select New Client.
2. Enter basic information
Fill in the client's First Name and Last Name to create the client profile.
3. Complete the client's personal information
Inside the client's profile, go to the Profile tab and fill in the following sections:
Personal Data
First Name
Last Name
Date of Birth
Phone Number
Email
Social Security Number
Address
Address Line 1
Address Line 2
City
State
ZIP Code
Files
ID Document
SSN Document
Utility Bill
Credentials
Enter the client's login credentials for the credit monitoring service you'll use to pull their report:
IdentityIQ or MyScoreIQ: enter the client's username and password.
SmartCredit: requires additional setup (API key) before you can connect a client. See [Setting Up SmartCredit] for instructions.
4. Save
Click Save to store the client's information.
Need help?
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