How to Create a Partner from a Borrower / How to Create a Borrower from a Partner

How to Create a Partner from a Borrower / How to Create a Borrower from a Partner

Introduction

This article will demonstrate how to instantly create a new Borrower record from a Partner record or a new Partner record from a Borrower record.
Alert
 If you do not see these options in your BluMortgage CRM, please reach out to the BluRoot team at support@bluroot.ca.

How to Use

Below are the steps on how to create a partner record from a borrower record:
  1. Click the Borrowers Module > Open the Borrower Record you'd like to convert into a partner
  2. Navigated to the Development section of the borrower's record
  3. Select the checkbox field named "Create a Partner"
Alternatively, you can create a borrower record from a partner record by following the steps below:
  1. Click the Partners Module > Open the Partner Record you'd like to convert into a borrower
  2. Navigated to the Address Information section of the partner's record
  3. Select the checkbox field named "Create a Borrower"
For a detailed walk-through, please see the following video: