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.
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 |
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.
. | |
Primary Phone | A persons primary phone number |
Mobile Phone | A persons mobile phone number |
A persons email address |
Form Field | Description |
|---|---|
Street Address | A persons address |
Zip | Zip code |
City |
A persons city | |
Country | Country |
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.
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:
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.
When the form is submitted the following actions will occur:
Borrower of type Company
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.
The identification number of a company.
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| title | Important |
|---|
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.
Borrower of type Company
When creating a Borrower of Legal entity type Person you are presented with the following view.
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 address |
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.
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 |
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 |
Form Field | Description |
|---|---|
Username | Username |
Password | Password |
Verified | If the company is approved. |
Click the button Done to create the borrower.
