We are currently working on a loan application and would like to include the ability for a Joint Application. Are there any existing examples and/or design considerations for achieving this capability in Maestro and TM?
The main decision is repeat vs separate page
Other things to consider
Another consideration is how to manage the interaction between the applicants. There are several different options... (Thanks to Derek Corcoran for this information)
Citi have a Joint Applicant at the end
CapitalOne have a side-by-side experience. Personally don’t like it, but it’s another design option
Generally we recommend letting the customer know that they can Apply individually, Jointly or Add the Join LATER…
By the way – mortgages/loans, would expect a lot of Joint applicants.
Accounts / Cards / etc. less so, based on our experiences, only 4-5% joint applicants.