How to create a new customer & co-borrower

Follow these instructions to create and add a new customer.

From the main HECMTool dashboard

  1. Click on Customers
  2. Click Add Customer

  1. Fill in first and last name, phone number, date of birth and state. Click Add Customer.
  2. If there is a co-borrower click the field to add a co-borrower, fill out first and last name and date of birth of co-borrower. Click Add Customer.

The phone number is the unique identifier for the borrower and/or co-borrower. A phone number can only be used once.


  1. To add a co-borrower, fill in the first and last name and date of birth of co-borrower. Click Add Customer.

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