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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 over a week ago

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-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.

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