Adding an applicant to multiple applications

In addition to adding an applicant to a single application, you can use the lookup to add an applicant to multiple applications simultaneously. You can also make the new applicant the primary applicant or the responsible account holder on the selected applications.

  1. Look up the applications to which you're adding the applicant.
  2. Select the correct applications.
  3. Click Action and select Change Applicants.
  4. Select Add from the Change Type list.
  5. Specify the contact information for the applicant that you're adding.
  6. Click Save.