Borrower

Use the Borrower tab to list the borrowers associated with the loan and to enter borrower contact information. The Borrower tab is accessed as part of the process for creating a loan, or while reviewing or editing a loan that has a status of Prospect or Qualified. Before you can access the Borrowers tab, you must complete the required fields on the General tab.

To Complete the Borrower Tab:

  1. On the Home tab, click the My Loans tab, and then click Create new loan or click the borrower name for an existing loan with a status of Prospect or Qualified.

  2. When the General tab opens, complete the fields, and then click Next.

  3. On the Borrower tab, type the names of all the borrowers associated with this loan.

  • The first borrower is considered the primary borrower.
  1. Type contact information.
  • Contact information is optional and is used only for your tracking purposes.
  1. When the information is complete, click the Next button to open the Finances tab.