Personal identity
Products
Opens the application and collects who the borrower is — legal name, date of birth, taxpayer identifier, citizenship and marital status.
- Used when
- First in the loan-application task set. Completing it is what turns an anonymous application into a named one.
- Collects
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- Legal name, date of birth and taxpayer identifier.
- Citizenship status and marital status.
- The same set again for a co-borrower, through its own variant.
- Returns
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- The identity fields written to the loan record, and the application named for the borrower.
- Hands off
-
- Credit — consent to pull credit, and the pull itself
- Evidence
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Others in Products
- Application document
- Assets
- Co-borrower invitation
- Contact details
- Correction
- Credit
- Declarations
- Demographic details
- Employment and income
- Frequently-asked questions
- Gifts and grants
- Liabilities
- Loan lookup
- Military service
- Mortgage details
- Other income
- Preapproval letter
- Pricing
- Rate estimate
- Real estate owned
- Residency
- Self-employment income
- Workspace assistant