You can copy an existing borrower record. When you do this, Horizon imports information in specific fields to the new borrower record. You can copy a borrower record from an existing borrower record, or from a borrower record that you are currently creating. When you duplicate a borrower record, Horizon duplicates the record that is currently active.
Being able to copy an existing record and import information from certain fields lets you more quickly create new borrower records for borrowers whose general borrower information may be the same. (For example, you can more easily create new borrower records for members of the same family who may have the same address and telephone number.)
Your system administrator can choose the fields from which Horizon imports information. (For instructions, see “Choosing Fields for Copied Borrower Records” in the “Preparing Horizon to Work with Borrower Records” section of the
To copy a borrower record
1 | Do one of these options: |
• | Find the borrower record you want to duplicate. |
• | Create a new borrower record. |
(For instructions, see Adding a New Borrower Record or Fast-Adding a Borrower Record.)
2 | Click Duplicate. |
Horizon displays the duplicate borrower record and imports information in specific fields from the original borrower record.
Note: If your location has enabled Borrower Duplication Alerts, the Duplicate Borrower window may open if enough key fields match the original borrower record. For more information about duplicate borrower records, see Avoiding Duplicate Borrower Records.
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