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After a guarantor has been added to an application, you manage them from the guarantor page. From here you can review their details, accept them, generate their contract, revert them if they were completed without a contract, or remove them.

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Guarantor statuses

A guarantor’s status updates as they progress through onboarding:
  • Pending approval: The guarantor has provided their details and is awaiting your approval.
  • Awaiting signature: The guarantor’s contract has been generated and is waiting to be signed.
  • Accepted: The guarantor has signed their contract.
  • Complete: The guarantor is complete and the application can progress.

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Accepting a guarantor

When a guarantor is pending approval, you have two options from the guarantor page:
  • Generate: Accept the guarantor and generate their contract. Select a guarantor contract template, then choose whether to Send contract to guarantor — when enabled, the guarantor is emailed a link to review and sign. Once they have signed, the guarantor becomes Accepted.
  • Complete: Mark the guarantor as complete without generating a contract. Use this when no guarantor contract is required. This advances the application accordingly. If you later need a contract, you can revert the guarantor.
If you accepted a guarantor but chose not to send the contract immediately, you can produce it later using Generate contract.

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Reverting a completed guarantor

If you marked a guarantor as complete without a contract and later need one, you can move them back to pending approval. Revert appears on the guarantor page when the guarantor is Complete and has no contract. It is not available if a contract already exists. To revert a guarantor, follow these steps:
  1. Open the guarantor page.
  2. Click Revert.
  3. Confirm in the Revert guarantor dialog. This moves the guarantor back to Pending approval so you can generate a contract.
  4. Click Generate, select a guarantor contract template, and continue as usual.
After you revert, the guarantor is no longer complete. Generate and sign their contract before the application can treat them as finished.

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Editing a guarantor

To update a guarantor’s details, open the guarantor page and click the edit (pencil) icon. You can edit a guarantor up until their contract is pending signature, accepted, or complete.

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Removing a guarantor

To remove a guarantor, open the guarantor page and click the remove (bin) icon, or use Remove guarantor from the applicant’s overflow menu (•••) on the application. A guarantor can be removed at any point before they are complete.
Removing a guarantor cannot be undone. If the guarantor was required for the applicant, you will need to add a new guarantor before the application can progress.