Find a borrower
Open Borrowers and search before adding someone new. Select the person to open their borrower details. Use the loans associated with that record to get to a particular file.
Add a borrower
- Select the create action in Borrowers.
- Enter the requested name and contact information.
- Complete any required fields and submit.
- Open the resulting profile and confirm the details.
If the person is already a lead, convert that lead so the source relationship is retained and you can link an existing borrower rather than duplicating them.
Maintain the profile
Use the available profile fields to keep names, phone numbers, addresses, and other borrower information current. Some information is sensitive and may be hidden from your role. A borrower can also update supported fields through My Profile.
Start a loan from the profile
Use the new-loan action on borrower details, or choose the borrower in the Loans New Loan drawer. This keeps the loan connected to the right person.
See your first loan for property and application steps.
Invite the borrower
Use Send Portal Invite or Resend Invite when available on their record. Confirm the email before creating the invitation and share the generated link if delivery is unsuccessful. Ask the borrower to follow Access your portal.
Remove a borrower
Only use the delete action when you have the necessary permission and intend to remove the record from normal use. Check associated loans and your team’s retention process first. If the action is disabled, ask your administrator about your access.