Enable Co-Mortgagors


The Apply Now settings allow for you to make various configuration changes to your loan application and loan application settings.


Among these settings, you'll have access to enable co-mortgagors. When enabled, you can create multiple sets of co-mortgagors (unmarried borrower, co-signers, etc.) inside a single loan flow. Each borrower set (including primary borrower and co-borrower) will have access to the document requests assigned to them.


Please note, an Encompass integration is required for this feature. Reach out to your account executive for more information on the options for upgrading your subscription to include this.


How to Set Up

From your active loan pipeline, navigate to Settings and then Apply Now:






Scroll down to Apply Now General Settings and select the option to Edit Apply Now General Settings:






Select the option to Enable co-mortgagors. Make sure you select Save to confirm the changes:




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