How to Link and Unlink / Swap Borrowers in LendingPad

Step by Step Instructions


  1. Go into the loan.



       2. Click on "Edit" with "Borrowers" tab.



       3. In the first borrower section, click on the drop-down with Co-borrower then select the second borrower name and click on "Save Changes".





           4. After linking the borrowers, the user should able to pull the "Joint Credit".


5.  To swap a borrower and a co borrower, go to Borrower, Edit screen as shown below and un-link the two borrowers first and Save.



6.  After you un-link the two borrowers, then you will see an option to "Change Borrowers Order".