Allow LO Teams to Enable and Use Co-Mortgagors

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Among these settings, you'll have access to allow LO teams to enable and use co-mortgagors.

This allows users to change an existing co-borrower into a co-mortgagor within a loan flow. The co-borrower moves into a new co-mortgagor set, and the relevant data moves with that borrower.

How to Set Up

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

Navigate to Company Settings and then Basic Settings:

Select the option to Edit Basic Settings:

Select Enable Co-Mortgagors and choose either Allow LO Teams to Enable and user co-mortgagors or Require LO Teams to use co-mortgagors: