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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.Image Removed

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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

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

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Form Field

Description

Street Address

A persons address

Zip

Zip code

City

A persons city

Country

Country

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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

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..

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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