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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.



Borrower of type Person

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

Form FieldDescription
First NameA persons first name
Last NameA 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 PhoneA persons mobile phone number
EmailA persons email address



Form FieldDescription
Street AddressA persons address
ZipZip code
CityA persons city
CountryCountry

Form FieldDescription
UsernameUsername
PasswordPassword
VerifiedBack office can check this if the user is approved according to their routines. 



Borrower of type Company


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..





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