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Adding a Co-Applicant
Preferably, there will be one application that meets both the credit and title requirements; however, the qualification process allows for these two requirements to be met by two different individuals. This would likely take place if the primary applicant has doubts about their credit status. If a client does not meet our credit requirements and they wish to add a co-applicant, then the installer or sales rep should go into the qualifications phase and select Actions and click Cancel Pre-Qual.
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3. She will now be able to sign the contract once it has been sent out for signatures.
What if the contract has already been signed?
If the contract has been fully executed and signed by the homeowner, the workflow has to be cancelled. The sales rep or installer would need to requote with the co-applicant as credit and/or title.
See also:
Fraud Prevention - blocking invalid email addresses
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