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Adding a Guarantor to a Loan Application
Adding a Guarantor to a Loan Application
Michael Claire avatar
Written by Michael Claire
Updated over a week ago

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. 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.

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