This is an important reminder on application amendments relating to customer names.

Once you’ve started keying an application and you wish to change the order of the applicants, or add / remove an applicant, it is extremely important that you do not amend one customer details to those of another customer. This applies to all changes on Decision In Principles or Full Applications whether fully submitted or not. Please follow the steps below to ensure the data is correctly allocated to the right customer:

To change the applicant order:

• In the ‘Applicant Summary’ table at the bottom of the ‘Personal Details’ screen use the ↓ and ↑ arrows on the left-hand side to amend the order;
• Click ‘Submit’ button.

To remove an applicant:

• If you have an application with more than one applicant and you want to delete the first named applicant, you must change the applicant order so applicant one becomes applicant two; then you will have the option to delete applicant two;
• In the ‘Applicant Summary’ table at the bottom of the ‘Personal Details’ screen use the ‘Delete’ button on the right-hand side to remove an applicant;
• Click ‘Submit’ button.

To add an applicant:

• Click ‘Add Another Applicant’ button on ‘Personal Details’ screen;
• Complete new applicant details;
• Click ‘Save Applicant’;
• Click ‘Submit’ button.

Thank you for your support with this important application process.

For more information, please visit https://www.bmsolutions.co.uk/criteria/, Application – Applicants or Contact your BDM.