In QuickQual, the default setup allows for only a borrower and co-borrower. However, there are circumstances where you may need to add more than two borrowers on a file. This guide will walk you through how to set up QuickQual to include three or more borrowers, ensuring all names appear on the generated letters.
Add Multiple Borrowers
Enter Borrower Names in the Borrower Information Fields on Step 1 of the QuickQual Setup.
- Use the borrower and co-borrower fields for the first two borrowers.
- For the third borrower, add their name in a similar field designated for co-borrowers.
If you need to add a fourth or fifth borrower, you can do so by separating each name with a comma.
Letter Generation
Once you have entered all borrowers, continue the QuickQual setup as usual and the generated letter will reflect all borrower names. For example:
- If you have entered Patrick Purchaser, Petunia Purchaser, and Peter Purchaser, the letter will show all three names.
To add additional borrowers to an existing QuickQual, please refer to our guide on
Share With Your Borrowers
When working with more than two borrowers, you can share the QuickQual with all of them by using our built in Copy Link and PIN function.
- On Step 4 of the QuickQual, navigate to the Share with your Borrower section and select the Copy Link and PIN button as seen below:
- This will copy the link and PIN to the QuickQual to your clipboard, allowing you to copy & paste them into an email or message to all borrowers involved.
By following these steps, you can ensure that all borrowers are correctly listed and appear on the generated letters. If you have any questions or need further assistance, feel free to contact our support team here at LenderLogix!