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:
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