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.
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.