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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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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. 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 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

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: 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 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 Bricknode Lending
    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..

    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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