Changing the Primary Applicant

For an application with multiple applicants, one applicant must be deemed the "primary applicant" for mortgage processing purposes. By default, the primary applicant is first applicant created for the application. To change the primary applicant, complete the following steps:

1. Open the Application Edit screen by clicking Application Information in the Left Navigation pane.
   
   
    

2. For the applicant who you want to be the primary applicant, click its Primary checkbox.
    

3. Click OK to the confirmation message that appears.
    

4. The primary applicant is changed.