Loan Cirrus allows a user to add an existing client as co-applicant or guarantor for a loan.

ADDING CO-APPLICANTS

A Co-Applicant may be added to a loan application by clicking

from the navigational tab at the top of the loan information page as seen on the loan application overview page . The page below will be rendered. Click

to add a co-applicant.

This will spawn a pop up table listing all current clients that may be used as co-applicants. Enter the Co – applicant’s name or client number in the search bar provided or just select a client from the table.

Once selected, confirm the use of the client as co-applicant by clicking

when the popup below is displayed:

The Co – applicant details will now be updated as shown below, with the option to edit

or delete

this record.

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ADDING GUARANTORS

A Guarantor may be added to a loan application by clicking

from the navigational tab at the top of the loan information page as seen on the loan application overview page . The page below will be rendered. Click

to add a guarantor.

This will spawn a pop up table listing all current clients that may be used as guarantors. Enter the Guarantor's name or client number in the search bar provided or just select a client from the table.

Once selected, confirm the use of the client as co-applicant by clicking

when the popup below is displayed:

The Guarantor details will now be updated as shown below, with the options to edit

and delete

this record.