Skip to main content

Applicant Types

In Axvero, an applicant is any client—individual or organization—who can participate in one or more applications. Understanding applicant types is essential for accurate data entry, compliance, and workflow management.

Overview​

  • Applicants are system-wide entities: They can participate in multiple applications and have different roles in each (e.g., primary applicant, guarantor, business partner).
  • Role assignment is per-application: The same applicant may be a primary applicant in one application and a related party in another.
  • Invitation-based access: Only the primary applicant is invited and must accept to grant access. Related parties are managed by the primary applicant and can be invited for access if needed.

Main Applicant Types​

Individual Applicant​

A person applying for a service (e.g., loan, tax filing, insurance).

Key Fields:

  • First name, Last name
  • Date of birth
  • Email address (for primary applicant)
  • Contact information (phone, address)
  • Identification (passport, national ID, etc.)
  • Optional: Notes, referral source

Typical Roles:

  • Primary Applicant
  • Co-Applicant
  • Guarantor
  • Spouse/Partnerm,, m
  • Child/Dependent

Corporate Applicant​

A business, company, trust, or other legal entity applying for a service.

Key Fields:

  • Legal entity name
  • Registration/incorporation number
  • Tax ID
  • Business address
  • Main contact email (for primary access)
  • Authorized representative(s): name, contact info, role
  • Optional: Website, additional contacts, notes

Typical Roles:

  • Primary Applicant (corporate)
  • Business Partner
  • Guarantor (corporate)
  • Related Entity

Best Practices​

  • Choose the correct applicant type for accurate compliance and reporting.
  • For corporate applicants, always link at least one authorized representative.
  • Only require email/registration for those who need to access/manage the application.
  • Use clear roles for each applicant in every application.

What You Can Do​

  • Reference this page to understand the differences between individual and corporate applicants.
  • Use this information to select the correct type when adding or updating applicants.
  • Assign appropriate roles to each applicant in every application.

In Axvero, applicants can be individuals or organizations, and their roles are flexible across applications. Proper classification ensures smooth onboarding, compliance, and workflow management.