Adding a Co-borrower or Co-applicant to existing Salesforce record

Modified on Thu, 27 Jul, 2023 at 8:28 AM

Instructions on how to add a borrower to an application that has already been completed.  Here are a couple of important points:

  • Application must be in New or Application Completed status to add applicants
  • Loan Application tab will allow you to access the POS and modify/add new and/or existing borrowers


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