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How to Link or De-Link a Coapplicant

  • Updated

 

Doc. Number Article Title Effective Date Version
FHC-XX How to Link or De-Link a Coapplicant December 10, 2025 Basic

This article describes how to link and delink a co-applicant to a contact in the FORTH CRM. The article is split into the following sections:

 

Enable and Add Co-Applicant Field

  1. If you have the appropriate permissions, go to the Admin Tab and click on "Settings." 
    Admin Tab to Settings View Dec2025.png

  2. In the General section, go to the Co-Applicant Field listing and select a co-applicant from the drop down menu.
    Admin Tab to Settings to General to Co-Applicant Field Dec2025.png
     

Link a Co-Applicant

  1. Return to the client dashboard of the primary applicant and click Edit Contact. 
    Contact Tab to Client Dashboard to Edit Contact Oct2025.png

  2. Select the appropriate intake form from the dropdown found at the top left of the "Add Contact" page.
    Unlinking a Co-Applicant View Oct2025.png

  3. Scroll down to the Co-Applicant Field and enter the name of the Co-Applicant you just selected in Step 2. 

  4. Click "Save and Exit"

 

Delink a Co-Applicant

IMPORTANT: When a co-applicant is successfully de-linked from a contact, they no longer appear as a co-applicant in the Forth system, and now appear as a standard contact. Contacts that were previously co-applicants may be re-linked via the co-app relationship field on an intake form.

  1. First, confirm that the primary applicant has an existing co-applicant. This can be done by seeing if the Co-Applicant’s ID visible on the top left of the page. Click the Co-Applicant's link, as shown in the example below.
    Client Dashboard View of Co-Applicant Dec2025.png

  2. Return to the client dashboard of the primary applicant and click Edit Contact. 
    Contact Tab to Client Dashboard to Edit Contact Oct2025.png

  3. Select the appropriate intake form from the dropdown found at the top left of the "Add Contact" page.

  4. Under the Applicant column, find the row titled Co-Applicant.

  5. Click the white dash on a red circle icon located below the text field, as shown in the image below).
    Unlinking a Co-Applicant View Dec2025.png

  6. A popup will appear, confirm that you wish to delink this co-applicant. To confirm, click OK.
    Co-Applicant Delink Confirmation Popup Dec2025.png

  7. The left side of the client dashboard should now look similar to the image below, not having a Co-Applicant link under the contact's name.
    CoApp Link Removed Example Dec2025.png

 

 

Article Version History: 

Version Effective Date Description
Basic 12/10/2025 Initial Release
     
     
     
     
     
     
     

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