Invite a secondary applicant

Add a co-borrower to the application and let them complete their own details, at any stage.

Who this is for: Brokers

Steps

1. Open the lead and click Client Profile.

   

2. Click Add another applicant.

   

3. Enter their first name, last name, email and mobile.

4. Choose how they'll complete their details:

   • Invite applicant sends them an email and SMS with a link to their own client portal.

     

   • Leave invite off if the primary applicant will fill in their details for them. You can invite them later.

5. Click Add Applicant. They appear under the primary applicant.

6. To invite them later, click Invite applicant next to their name.

   

Good to know

• Click + Add Another Applicant for more than two borrowers.

• The primary applicant can also invite others while completing their own fact find.

• If the applicants are married or de facto, they're grouped into one household for expenses automatically.

• Check the email address carefully before inviting, and make sure the primary applicant knows.

Need a hand?

Email [email protected] and our team will get back to you.