Create Borrower

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.
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.

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	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
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

Form Field	Description
Username	Username
Password	Password
Verified	If the company is approved.

Click the button Done to create the borrower.

Knowledgebase

Create Borrower

Create a borrower

Borrower of type Person

Borrower of type Company

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