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To create a Borrower from Bricknode Lending back end one navigates to the Borrower listing and clicks on the "Create Borrower " Button located below the Borrower grid.
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Navigate to the Borrower listing to create a Borrower and click on the button Create Borrower.
You are then initially presented with the following view:
As we are creating a new customer from the borrower view the Type of Customer field id disabled and pre-populated with the Borrower type.
You have the possibility to create a Company Borrower or a Person Borrower. Depending on what you choose the form will display different input fields.
Borrower of type Person
When creating a Borrower of Legal entity type Person you are presented with the following view.
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When the form is submitted the following actions will occur:
- A legal entity of type Person and customer type Borrower will be created in Bricknode Lending
- A User will be created for the Borrower . Username will initially be set to a Borrower customer number (randomly generated) and a password will also be generated for the Borrower.
- A welcome email will be sent to the Borrower containing user credentials (optional).
Borrower of type Company
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When the form is submitted the following actions will occur:
- A legal entity of type Company and customer type Borrower will be created in Bricknode Lending
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A Company Borrower wont be created with a associated user. To faciliatet a user one need to create a Person of type Signatory in the Relations tab on Company details. Read more about company relations.. |