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Page Tree
rootBorrowers

Create a borrower

Navigate to the Borrower listing to create a Borrower and click on the button Create Borrower. 



A pop-up ticket will appear with the following view. 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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Form FieldDescription
MandatoryPerson
First NameA persons first name
Last NameA persons last name
Identification Number

A persons identification number e.g US Social security number or Swedish personnummer

Format of the Swedish "personnummer" is YYYYMMDDXXXX

.

Bricknode Lending will validate that the given input is a valid Swedish personnumer if the input value if the form field Country is set to Sweden.YesFirst NameA persons first nameYesLast NameA persons last nameYesStreetStreet addressYesZipZip codeYesCityCityYesCountryCountryYes

Primary Phone A persons primary phone number
Mobile PhoneA persons mobile phone number
EmailA persons email address
YesPhone NumberPhone numberYesUse Address Check

Sweden Only

If selected: a adress lookup will be triggered on submit based on Person Identification Number and Zip. The result from the lookup will override the address fields in the form with the result from the lookup.

To make use of this service it needs to be activated on the current instance.

Relate to Company

If a person should have a relation to a Company one should select this option. The form will extend with the following section if selected:

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Function/Role: What function or role does the person have in the company?

Search Company: use this field to search for the company you want to relate the person to.

Send Welcome EmailIf Checked: Bricknode Lending will send an email to the Lender containing a welcome text and password for the user

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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    Form FieldDescriptionMandatoryType of CompanyType of company. Current options are Ltd. and Sole TraderYesIndustryThe industry of which the company is associated with.YesUse Bisnode Company Check

    Nordic Only

    If selected: Bricknode Lending will trigger a Bisnode company lookup that will provide extensive information regarding the companys financial data among other things.

    Organization number

    The identification number of a company.

    YesCompany NameThe name of the companyYesStreetStreet addressYes

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    Form FieldDescription
    Street AddressA persons address
    ZipZip code
    Yes
    City
    City
    A persons city
    Yes
    CountryCountry
    Country

    Image Added

    Yes
    Form Field
    Email
    Description
    Comany email address
    Username
    Yes
    Username
    Phone Number
    Password
    Phone number
    Password
    Yes

    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
    VerifiedBack office can check this if the user is approved according to their routines. 



    Borrower of type Company


    Info
    titleImportant

    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..