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.
Primary Phone
A persons primary phone number
Mobile Phone
A persons mobile phone number
Email
A persons email address
Form Field
Description
Street Address
A persons address
Zip
Zip code
City
A persons city
Country
Country
Form Field
Description
Username
Username
Password
Password
Verified
Back 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..