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Forward a document request to a co-applicant - Classic UI
Forward a document request to a co-applicant - Classic UI

Send documents to a co-applicant or guarantor after you've sent them to the primary applicant

Shelley Maher avatar
Written by Shelley Maher
Updated over 10 months ago

If someone on your team has previously sent a document request to the primary applicant on a card, then a co-applicant is added, you might need to send the same documents to the new co-applicant.

To send a document request to the co-applicant or guarantor without resending it to the primary applicant:

  1. Check whether the primary applicant has uploaded any documents.


    If they haven't, consider instead deleting the document request and sending the document stack again – BrokerEngine will automatically send the documents to all applicants.

  2. Click on a document in the DOCUMENT REQUEST pane.

  3. Click the pen icon next to the document title.

  4. Select a person from Shared With to send the document request.

  5. Click Save Changes.

Video walkthrough

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