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How to Add a Co-Borrower or Co-Owner and How it Works
How to Add a Co-Borrower or Co-Owner and How it Works

Learn how to add 2 email addresses or an additional email to a client's profile so they can also receive the homeowner or buyer report.

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

You can add a co-borrower in one of three ways. Click on the links below to jump ahead to the section you're looking for:

  1. Include them on a bulk import

  2. Include them when adding a client manually

  3. Add them to an existing property in your account

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-borrowers will each have their own profiles within your account, you will only be billed for the property itself.

For more information about billing, check out THIS help article.

Add a co-borrower/owner in a bulk import:

Simply include the co-borrower's first name, last name, and email on the same line as the primary owner and home information.

Add a co-borrower/owner when adding a property one at a time:

Add a co-borrower to a property already in your account:

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 +Add

Related Articles
How to Add Clients One at a Time
How to Add Multiple Properties to a Homeowner Profile
How Client Capacity Works
How to update a client's home address
How to Manage Homeowner Profiles
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