Adding Additional Applicants by Duplicating Applicant Information

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 first duplicating the primary applicant/applicant pair, and then making your edits (the other method is to create a blank Applicant Details screen).

To duplicate the primary applicant/applicant pair, complete the following steps:
 

1. Open the Application Edit page by clicking Application Information in the Left Navigation Pane.
    

2. In the Applicant Information section, click the Duplicate button.
   
   
   
    

3. Click OK to the confirmation message that appears.
    

4. A new Applicant Details screen is created with information carried over from the primary applicant(s), and can be worked on from the Left Navigation Pane.
   
   
    

5. Open the new Applicant Details page by clicking the new applicant names subfolder in the Left Navigation Pane.
    

6. 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.
   
   
    

7. Edit the applicant information as necessary.
    

8. Click the Save button to apply your changes.