This feature is in phased rollout.
If you don't see the "Switch with Co-applicant" button, your agency doesn't have this feature yet. If this is case for you, please contact Binti support by typing Talk to a Human in the chat widget for further assistance in changing a primary applicant to a co-applicant.
Overview
This article explains how to switch the roles of Primary Applicant and Co-Applicant within the same household in Binti.
How to switch roles
Navigate to the Applicant Data page.
Click the “Switch with Co-Applicant” button.
If the co-applicant has an email address on file, they will automatically receive a Welcome Email with login instructions once assigned the Primary Applicant role.
What will change in Binti
Profile data
Each applicant is assigned a new role. The Primary Applicant becomes the Co-Applicant, and vice versa.
Key information such as name, date of birth, email address, phone number, and unique identifiers (e.g., applicant IDs) move with the person to their new role.
The “joined the home” date is reset to the current date.
Changes are recorded on the Household History page.
Documents and forms
Any required forms shared across both roles will carry over to the new profile.
Unsigned forms will update to reflect each applicant’s new role.
Signed forms must be re-signed.
Completed Co-Applicant-specific documents will be moved to the Other/Miscellaneous Documents section.
Incomplete Co-Applicant-specific documents will be removed.
Background checks
Background check results are retained and move with the applicant to their new role.
What will not change
Case notes: Existing notes remain unchanged.
Complaints: Finalized complaints remain for reference and cannot be edited.
Appeals: Appeals remain attached to the license and are not affected by the role change.
Previous applications: Historical data—including forms, background checks, trainings, and exemptions—remain unchanged and reflect their original state at time of approval.