Many loan applications have more than one applicant and you may wish to combine multiple clients in one Expense Analysis.
To combine reports, open your clients' request and click the Link Applicant Request button.
Search for the client whose data you'd like to combine, choose them and then click the Link button.
You can now download the Living Expenses Analysis with both clients included.
If you'd like to remove the Linkage, simply click the Remove button next to the client's name.
Removing duplicate accounts
Your applicants may have shared accounts, in which case those accounts will be downloaded twice.
Once the accounts have been downloaded you can remove the duplicate and download their statements again:
On the Statements page, click on the applicant's name under Completed requests. You'll see all the accounts we've downloaded for clients linked with that request.
Click on the eye icon next to any duplicated accounts. That account has now been removed from the requested statements.
Click the Download analysis button to re-initiate the download without the duplicate accounts.
Automatic Deduplication
When creating a request, you can actually send out multiple requests at the same time. This automatically associates these 2 (or more) requests together. Once they have both been successfully completed our system will generate a combined living expenses analysis.
This joint analysis with automatically be deduplicated. Any duplicate versions of an account will be hidden from the report. You still have access to this hidden set of account data like you normally would, if you wish to view it you can un-hide it.
