Added a co-borrower by going to Manage borrowers - added her name and email address. I resent invite and it only went to the borrower. The co - borrower shows on the application. How do I send the invite to the co-borrower so her info can be completed? Thanks!
The primary will always be invited to the Blend application first to complete their portion of the application. In their initial part of the application it will ask about a coborrower. There is a series of questions the primary will need to answer to determine position of the coborrower (married, sharing information, keep information separate etc). Once the primary completes their application an invite will go out to the coborrower to complete their portion (if applicable) or to simply eConsent if the primary completed the application for them. Bottom line, the primary has control of the application initially until complete, then the coborrower.
Thanks for sending in the question!
Typically, after you add the Co-Borrower and select the “Resend Invite” option, you should be given a drop-down box (shown in the attached screenshot) where you are asked to select which borrower you would like the invite sent to.
Since you are seeing an email go to the borrower instead of the coborrower (and you didn’t mention the drop-down box in the process you followed), it could mean one of three things:
Hope this info is helpful to you! Feel free to message me if you want to talk over this more or do more in-depth troubleshooting together.
I was able to send the co-borrower an invite by changing the co-borrower to the primary. She completed what she could, but it doesn’t allow her to input SS# or DOB.
Are you able to view the application to see what the problem is and how best to move forward, application #129249?
@Linda Foley If you still have questions and would like Support to look into this specific loan, you can open a ticket here: https://help.blend.com/hc/en-us/requests/new
Have a great day!
I’d like to add a few additional tips. It is important to ensure that the primary borrower completes their application process before a co-borrower can activate their loan hub and complete their portion. I would advise your primary borrowers of this ahead of time if you have a co-borrower.