Adding Additional Applicants by Creating New Applicant Details Screen

After the purchaser applicant pair (or single purchaser applicant) is entered, you can then add any additional applicants, co-signers or guarantors. One of the methods to create the additional applicant(s) is by creating a blank Applicant Details screen and entering details of the additional applicant(s) (the other method is to duplicate the existing applicant/applicant pair).

To create a blank Applicant Details screen, complete the following steps:
 

1. First, open the Application Edit screen by clicking Application Information in the Left Navigation Pane.
    

2. In the Applicant Information section, click the Add Applicant/Applicant Pair button.
   
   
   
   
   
   Note: A shortcut exists to access the Application Edit screen to add additional applicants. From the left navigation pane, select Shortcuts > Add Applicant/Applicant Pair.
    

3. A new blank Applicant Details screen is created, and can be edited via the Left Navigation Pane.
   
   
    

4. Open the new Applicant Details screen by clicking the blank subfolder in the Left Navigation Pane.
    

5. From the Details section on the page, locate the dropdown in the top left corner. From this dropdown, select the type of applicant: Applicant, Co Signer or Guarantor.
   
   
    

6. Expert by default creates an "applicant pair" grouping so that you can also enter the spousal information of the additional applicant (an applicant pair shares incomes, assets, and liabilities). If there is to be just a single additional applicant (and therefore not an applicant pair), then you can easily turn off the second applicant by unchecking the Applicant 2 checkbox.
    

7. Click the Save button to apply your changes.