Deleting Co-Borrowers

Deleting Co-Borrowers

Deleting Co-Borrowers from Calyx 

When importing applications from Zenly or Webcaster, sometimes Calyx will add the co-borrower to a separate tab. This can be a pain if you would like to view co-borrower information on the borrower’s main screen. Here is how to delete the co-borrower separated tab so the loan application does not duplicate this information.  

  1. First, open the borrower information page in Calyx. This is the landing page that opens when you open a file. There should be information in both the borrower and co-borrower sections. 

  2.  

  3. Next, click on the “Bor/Co-Bor” dropdown at the top of the screen. If you see that the Co-Borrower is also shown here in parenthesis, then the co-borrower is being accounted for twice.  

  4.  Graphical user interface, text, application, chat or text message Description automatically generated

  5. To delete the additional co-borrower page and leave the co-borrower information populated on the main borrower page, click on “Swap or Delete” on the same “Bor/Co-Bor” dropdown.  

  6. After a new window opens, click on the dropdown below “Delete Co-Borrower File” near the bottom of the new window. There will likely be only one option but verify that it is the filename followed by “CB1” (co-borrower 1).  

  7. Select this option and then click the “Delete” button on the right, then click “Yes” to finalize.  

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