How to add a co-borrower or an additional email address:
Step 1: Find your client and click on their name to be taken to their profile
Step 2: Click on the Homes tab
Step 3: Click Edit
Step 4: Scroll down and click on Add co-borrower
Step 5: Enter their contact information and click Save
Things to note:
Co-borrowers have shared access to the same report and can interact with it collaboratively. Any changes made by one—such as adjusting the home's estimated value—will be immediately visible to the other.
While the co-borrower will have their own profile within your account, you will only be billed for the property itself. For more information about billing, check out THIS help article.
