How do I change an Other Adult to Co-Applicant?

This feature is in phased rollout.

If you don't see the "Convert to 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 change an other adult living in the home to a co-applicant or resource parent in Binti.

 

How do I change other adult to co-applicant?

  1. Navigate to Applicant Data or the Edit Application page.
  2. Click the Convert to Co-Applicant button.



                             

What will change in Binti?

Profile Data: The other adult profile will be deleted and a new co-applicant profile will be created.

  • Name, date of birth, email, phone number, and unique identifiers are carried over.
  • "Joined the home" date will be reset to today's date.
  • These changes are recorded on the Household History page.
     

Documents & Forms:

  • Any document or form which is required for both roles will carry over to the new profile.
  • Unsigned forms will update with new role fields.
  • Signed forms will be reset and require a new signature.
  • Any completed co-applicant specific documents will be saved in the "Other/Miscellaneous Documents" section. Any incomplete co-applicant specific documents will be removed.

     

Background Checks:

  • Background checks are preserved, carrying over with their new role.

 

 

What will NOT change?

  • Case Notes: No changes; existing notes remain intact.

  • Complaints: Finalized complaints carry over for historical reference but cannot be edited.
  • Appeals: No changes; appeals remain attached to the license, unaffected by the role change.
  • Previous Applications: Data such as documents, forms, background checks, trainings, and exemptions remain in their original state as of the time of approval, without retroactive updates.

 

Was this article helpful?
0 out of 0 found this helpful