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How to change the Primary (main) borrower
How to change the Primary (main) borrower

Switch a primary or main borrower to a co-borrower on an application

Marnie George avatar
Written by Marnie George
Updated over a week ago

Each deal is assigned a primary or main borrower in Finmo (the first one entered), but on occasion you may want to change a co-borrower to the primary borrower. In order to change the primary borrower, you must have a co-borrower on the application.

  1. Click on the deal

  2. Go to the "Overview" tab on the left menu

  3. Click on the borrower's name you wish to switch to the primary

  4. Locate the link below the borrower's "User account and Personal Details"

  5. Click 'Make ____ the main borrower'

PLEASE NOTE: A borrower must be invited and have an active account in order to be switched to the primary/borrower position.

Should you have questions, please click the chat bubble in-app or email

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