Customize the Co-Applicant label and fields to gather more information on these individuals.


Notes:
- This feature is only for administrative purposes. It does NOT give co-applicants access to the application within InfoReady.
- Co-applicants will not receive any notifications automatically. If the primary applicant wants them to be notified, they should add their email address(es) in the Add Other Email Addresses section at the bottom of the application.
- If reviewers are not allowed to see the identity of an applicant (selected below each Routing Step by the administrator), the entire co-applicant section will be hidden from reviewers. (In comparison, only first name, last name, and email address will be hidden from the primary applicant).


Here's how to use this feature: 

1. Select Yes below "Do you want to allow co-applicants?"

2. Enter the maximum number of co-applicants.

3. Edit the co-applicant label (if desired).

4. Select which co-applicant fields to include, and whether they are required or optional. Edit the label of each (if desired).

  • The Prefix field is a hardcoded multiple choice list with 5 options: Mr., Mrs., Ms., Miss, Dr.
  • The Email field will require an email address.

5. Add additional instructions for applicants to clarify what individuals should be listed in this section.

Administrator view of co-applicants section. White numbers in red circles correspond to the steps listed above. (#1-4)

#5 with example text: "Click the "Add" button to add information for additional applicants. The information is for administrators only. These individuals will not have access to the application.

Here's how the feature will look to an applicant:

The applicant will click the Add button to show the fields.

Applicant view of co-applicant section. "Add Co-Applicant" button highlighted by red outlined box.

Then the form will expand to show the available fields: 


Once the maximum number of co-applicants is reached, the Add button will changed to Limit Reached and become inactive.

Co-applicant fields show: First Name, Last Name, Email

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.