Description:
This article shows how a borrower can be invited to create an account from the loan page.
Steps to resolve:
Follow the steps below on the loan overview page and members tab to invite a new borrower.
Web:
- From the Loan page you will notice the unconnected borrower (broken link) and an information symbol indicating the borrower needs to be linked or sign up.
- If the borrower has not created an account yet, you can send them a welcome email.
- An email will be sent to the user prompting them to create an account.
- When they follow the link as long as the account is created with the same matching email they will be synced to the file.
Additional resources: