BrokerEngine gives you the ability to assign as many applicants against a lead or deal as you need. You can change the applicants and role types within a lead or deal at anytime.
Contents
Video Walkthrough
Applicant Types
Add Co-Applicants or Guarantors to a lead or deal card
Link Existing Applicant
Create New Applicant
Switch a Co-Applicant or Guarantor to a Primary Applicant
Related articles
Video Walkthrough
Applicant Types
There are currently 3 applicant 'types':
Primary Applicant: It's recommended to set the main contact of the lead or deal as the primary applicant in BrokerEngine. There must be a Primary Applicant assigned to a lead or deal card at all times. There can only be one Primary Applicant on each deal.
Co-Applicant: Add as many additional applicants you need against the lead or deal as 'Co-Applicants'
Guarantor: You can specifically assign 'Guarantors' against lead or deal.
Add Co-Applicants or Guarantors to a Lead or Deal Card
-
Double click on the lead or deal card to open the card you would like to add applicants or guarantors to.
-
Either click on the Applicants title in the top toolbar of the Deal Details Screen or,
- Expand the Fact Find section on the left hand sidebar and click Applicants. The applicants page loads within the centre of the Deal Details Screen.
3. You have two options to add another applicant to the lead or deal:
Link Existing Applicant to a Lead or Deal Card
Select this option if the applicant you are wanting to add a contact that already exists within your BrokerEngine account.
If you select this option, you will be given the opportunity to search for the contact you would like to add to this deal as an applicant or guarantor. Search the contact and then select either 'Co-Applicant or Guarantor' as the role type.
Create New Applicant
Select this option if the applicant you are wanting to add to this deal doesn't exist within you BrokerEngine account yet.
If you select this option, you will be given the opportunity to enter the details of the new contact and to select either 'Co-Applicant or Guarantor' as the role type.
After a lead or deal card is created you cannot add a new Primary Applicant straight into the deal. You will first need to add them as a Co-Applicant and then you will have the option to promote them to Primary Applicant (see below).
Switch a Co-Applicant or Guarantor to a Primary Applicant
To switch a co-applicant to the Primary Applicant role, click on the icon in the below screenshot and then 'Yes'.
You cannot switch a Guarantor to a Co-Applicant and vice versa. You will need to remove them
and re-add them to the deal as the applicant type you would like.
Related Articles