Adding, Editing, Managing a Finance Company

How Administrators can add Finance Company details to BindHQ

Applies to:

  • Administrators

Last Updated: February 2021

This Article describes how to add a Finance Company

 


From Add new finance company

  1. Navigate to the Administration tab and ensure the General Settingstab is selected.
  2. On the left, select the Third Party subsection, then click Add new finance company.

    Screen Shot 2021-02-16 at 5.35.23 PM
  3. The New Finance Company page opens.

screencapture-stage-bindhq-secure-admin-finance-new-2021-02-16-17_47_49


From Browse, view & edit marketing companies

  1. Navigate to the Administration tab and ensure the General Settings tab is selected.
  2. On the left, select Third Party subsection, then click Browse, view & edit finance companies.

    Screen Shot 2021-02-16 at 5.35.23 PM
  3. The Finance Companies page opens.

    Screen Shot 2021-02-16 at 5.43.34 PM
  4. In the top right corner of the page, click New Company.

The New Company page opens. [see above].