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View or Edit Applicant Information

You can view applicant and co-applicant details from the Deal page. From the Applicant tab, you can also access credit information and references.

  1. From the Deal page, click the Applicant tab or the Coapplicant tab.

The information listed is the same for both tabs. Some deals have a co-applicant.  

  1. Edit fields as needed, and click the Save icon .
ClosedTo edit identity information
  1. Click the Edit icon .

The Edit/Select Applicant pop-up window opens.

  1. Edit the fields, and click Continue.

Other identity information displays.

  1. Click Update Identity.

You return to the Applicant Info tab.

ClosedTo remove a co-applicant
You cannot remove an applicant.
  1. Click the Remove icon .

A confirmation pop-up window opens.

  1. Click Yes.
ClosedTo add texting authorizations

  1. In the Contact Information section, click Add/Change Texting Authorization.

The Texting Authorization pop-up window opens.

  1. Click Authorize for the type of texts the person is allowing.

The person receives a text with an approval code that you need to ask for and enter. Or, the person can reply to the text with the word "Agree".

  1. Type the Approval #, and click Verify.
  2. Close the pop-up window.
ClosedTo unsubscribe from texting notifications
  1. Click Add/Change Texting Authorization.

The Texting Authorization pop-up window opens.

  1. Click Unsubscribe for the type of texts the person no longer wants to receive.
  1. Close the pop-up window.