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.
Best answer by Chelsea
View originalIs 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.
Best answer by Chelsea
View originalHi
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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