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Borrowers

Borrowers are the central entity in the Peach platform. Loans, cases, communications, and payments all attach to a borrower record. This section walks through creating borrower records, attaching contact information, working with identity data, and registering the bank accounts and cards used for payments.

In this section

  • Quickstart — Make your first borrower with a complete primary contact set.
  • Contact Information — How Peach models borrower contacts and how status and label drive portal display and notification routing.
  • Identities — Working with borrower identity records, including SSN/EIN handling and verification states.
  • Payment Instruments — Registering bank accounts and cards on a borrower, validating them, and selecting them for payment runs and Autopay.