Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.Image Removed

Image Added



Borrower of type Person

When creating a Borrower of Legal entity type Person you are presented with the following view.
Image Removed

Image Added

Form Field

Description

First Name

A persons first name

Last Name

A persons last name

Identification Number

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

Primary Phone

 A persons primary phone number

Mobile Phone

A persons mobile phone number

Email

A persons email address

Image Removed



Image Added

Form Field

Description

Street Address

A persons address

Zip

Zip code

City

A persons city

Country

Country

Image RemovedImage Added

Form Field

Description

Username

Username

Password

Password

Verified

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



Borrower of type Company


title
Info

Important

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..