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root	Borrowers
spaces	kblen
searchBox	true

To create a Borrower from Lendysoft backend one navigates to the Borrower listing and clicks on the "Create Borrower " Button located below the Borrower grid.

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You are then initially presented with the following view:

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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

Create a borrower

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

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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.

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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 Field	Description

MandatoryPerson


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

Format of the Swedish "personnummer" is YYYYMMDDXXXX. Lendysoft 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 addressYes

.
Primary Phone	A persons primary phone number
Mobile Phone	A persons mobile phone number
Email	A persons email address

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Form Field	Description
Street Address	A persons address
Zip	Zip code

YesYes

City

A persons city
Country	Country

Yes

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EmailA persons email addressYesPhone 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: Lendysoft 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 Lendysoft

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: Lendysoft 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 addressYesZipZip codeYesCityCityYesCountryCountryYesEmailComany email addressYesPhone NumberPhone numberYes

When the form is submitted the following actions will occur:

A legal entity of type Company and customer type Borrower will be created in Lendysoft
Info

title	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..

Form Field	Description
Username	Username
Password	Password
Verified	Back office can check this if the user is approved according to their routines.

Click the button Done to create the borrower.

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Borrower of type Company

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

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Form Field	Description
Name	The Company name
Identification Number	The identification no of a company like organization no.
Type	Kind of company, Aktiebolag or enskild firma
Industry	Branch
Primary Phone	Primary phone number
Mobile Phone	Mobile phone number
Email	Email address

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Street Address	A persons address
Zip	Zip code
City	A persons city
Country	Country

Section three, enter information about the signatory, the person authorized to sign for a company.

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Form Field	Description
First Name	First name of the borrower
Last Name	Last name of the borrower
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
Street Address	A persons address
Zip	Zip code
City	A persons city
Country	Country
Username	Username
Password	Password
Verified	If the signatory is approved

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Form Field	Description
Username	Username
Password	Password
Verified	If the company is approved.

Click the button Done to create the borrower.

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Versions Compared

Old Version 2

New Version Current

Key

Create a borrower

Borrower of type Person

Borrower of type Company

Borrower of type Company