Adding a Borrower to a Family Group

The Family Group window lets manage which borrowers are included in the family group. In the Family Group window you can quickly add borrowers to the current group. You can add as many borrowers to the family group as needed; however, a borrower can be a member of only one group.

To add a borrower to a family group

1 Open the Family Group window to the group you want.

For more information, see Opening a Family Group.

Note: If the borrower doesn't yet belong to a group, you will be presented with the option to find or create a group. A borrower cannot belong to more than one group.

2 Choose Add Member.

The Search - Borrowers window opens.

3 Locate and select the borrower you want to add to the group, then choose OK.

The Family Group window opens and the borrower's name is added to the group list.

Note: If the borrower selected in the search already belongs to a group, an alert opens. Select a different borrower.

4 When you have finished, choose Close to leave the Family Group Window.

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