A Co-Applicant 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.


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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