Zenly allows for Swapping, Separating, Adding, and Merging borrowers and borrower-ers to any file within the system as needed.
Note: All additional borrowers being added into a file must be added manually.
Swapping or Separating Borrowers
1. Open the loan file in Zenly.
2. Navigate to the Application > Borrower screen.
3. Select the Edit Borrower icon in the Borrower Options panel.
4. Choose the Swap or Separate Borrowers option as applicable.
a. When Swapping, the borrower and co-borrower specific information will change positions.
Original
Swapped
b. When Separating Borrowers, the co-borrower will be moved to their own application within the file. You can determine which borrower is to be the primary by drag-and-dropping their position into the desired order in the Borrower Options panel.
5. Click Save & Close.
6. Click the Save button.
Note: If the Swap or Separate feature does not work immediately, this generally means this is a new file that has not been manually saved (first open).
Adding Borrowers to a file
1. Open the loan file in Zenly.
2. Navigate to the Application > Borrower screen.
3. Select the Add Borrower icon in the Borrower Options panel.
A new blank file will open for manual entry of your additional borrower(s) information.
4. Enter a minimum of the First and Last names for the new borrower(s) and click the Save button.
You will see the name(s) populate in the Borrower Options panel below the Primary Borrower Set. You can drag and drop the borrower sets to switch which is the primary file at any given time.
Merging Borrowers within a file
Note: This can only be used when you have a single borrower for each borrower set.
1. Open a loan file in Zenly.
2. Navigate to the Application > Borrower screen.
3. Click the Edit Borrower icon in the Borrower Options panel.
4. Use the Merge As dropdown to select the position to set your selected borrower to Borrower or Co-Borrower.
5. Use the With dropdown to select from your available borrowers to Merge the application with.
6. Click the Save & Close button.
Your merged borrower set will now list in the Borrower Options panel as Borrower/Bo-Borrower.
7. Click the Save button.