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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 |
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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 |
A persons email address |
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Form Field | Description |
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Street Address | A persons address |
Zip | Zip code |
City | A persons city |
Country | Country |
Form Field | Description |
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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
title | Important |
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When creating a Borrower of Legal entity type Person you are presented with the following view.
Form Field | Description |
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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 |
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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 |
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Form Field | Description |
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Username | Username |
Password | Password |
Verified | If the company is approved. |
Click the button Done to create the borrower.