Co-Piloting for Borrower Pairs

  • 23 June 2022
  • 1 reply

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 27 June 2022, 16:50

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Userlevel 4
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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.


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