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How to remove a Guarantor from a deal in Propoly

How to remove a Guarantor from a deal on the Propoly system.

Updated over a year ago

How to Remove a Guarantor from a deal in Propoly

If a Guarantor backs out or is no longer required, you can easily remove them from the deal on Propoly. Follow the steps below to learn how.

Step 1: Click on the Guarantor's Name

From the relevant deal in Propoly, find the name of the Guarantor to be removed in the left sidebar and click on the 3 dots to the right of their name. This will open a new menu.

Step 2: Click "Remove Guarantor"

From the new menu, find and click on the "Remove Guarantor" button. This will ask you to confirm that you wish to proceed. The guarantor's information will be deleted if you proceed past this point.

If you are happy to proceed, click on "Remove Guarantor" once again.

Step 3: Notify your dedicated Account Manager

After removing the Guarantor, it is important to notify your dedicated Account Manager.

Your Account Manager will be able to assist you with any further steps or questions you may have. If you are unsure who your dedicated account manager is, please reach out to our live chat support for assistance.

And that's it! You have successfully removed a guarantor from a deal in Propoly. If you have any further questions or concerns, please don't hesitate to reach out to our support team for assistance.

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