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Co-Piloting for Borrower Pairs

  • 23 June 2022
  • 1 reply
  • 60 views

Is it possible to co-pilot for individual borrower pairs?  Have a situation were I can co-pilot for the primary borrower (pair 1) but cannot co-pilot for the secondary borrower (pair 2).  Thanks.

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Best answer by Chelsea 27 June 2022, 16:50

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Hi @terry.davis ,

In reading the initial post I believe you are describing a loan with a borrower in position 1A and the coborrower in position 2A. The web application doesn’t support more than 2 users. As long as both borrowers are active in the bottom left of the CoPilot you can see the borrower's name - if you click the arrow you should be able to see the option to switch a borrower you are following.

 

You may find this article helpful: https://help.blend.com/hc/en-us/articles/115001753891-Knowing-where-your-borrower-is-in-the-application-through-the-lender-Co-pilot-experience#:~:text=Co%2Dpiloting%20more%20than%20two%20borrowers%20is%20not%20supported

If this doesn’t answer your question, you can reach out to Support where they can look into your specific case.

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