Manage Borrower

On this screen you will be able to make changes or update the information for the borrower. You will see four tabs on the left hand side of the page. Personal Details, Financials, Equity and Address History. To edit the information, please click on the green Edit Borrower button located on the right hand side. To add a new borrower, please click on the green + Borrower button located under the Edit Borrower button.

To view any changes that have already been made for the borrower, you can click on the drop down boxes found on the right hand side. Here you will see a history of all changes and updates made per information section.

Edit Borrower

Once you have clicked on the green Edit Borrower button, the window will update to their information pages. The same four tabs are available to select, Personal Details, Financials, Equity and Address History. Once you have made your changes or updates, please click on the blue Update Client button located on the far right hand side of the menu bar.

The menu bar found in the Edit Borrow window has many options to choose from for easy access and reference

Edit Borrower - Menu Items

Back to Borrower

This Button will take you back to the borrower information page with no changes being saved.

Loan

By clicking on the Loan button you will be taken to the corresponding loan for this borrower.

Application

This button will take you to the loan application found in EasyLodge.

Back to Clients

Clicking on Back to Clients will direct you to the main Client List page.

Cancel

Cancel button will cancel any edits you may have made to the borrower’s details and direct you back to the main information page for the borrower.

Send Borrower Portal Setup Email

By Clicking on the Send Borrower Portal Setup Email, will send the borrower a link to start setting up their application and loan.

Update Client

Once you have made your changes or updates, please click on the blue Update Client button located on the far right hand side of the menu bar.

+ Borrower

To add a new borrower, please click on the green + Borrower button located under the Edit Borrower button. This will open a new section at the bottom of the page to give you 2 options. Please click on your option of + Person or + Business.

+ Person

To add a new Person as a borrower, you would have selected the green + Person button and an information box will open where you can add in the new Person’s details. Once you have completed filling out the information, please click on the blue Update Borrower button located at the bottom of the information window.

+ Business

To add a new Business as a borrower, you would have selected the green + Business button and an information box will open where you can add in the business details. Once you have completed filling out the information, please click on the blue Update Borrower button located at the bottom of the information window.

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