To keep your contacts clean, NoteHarbor warns you before you create a borrower who looks like one you already have.
When it triggers
When you save a borrower whose email, phone, or name + address matches an existing contact, a Possible duplicate found panel appears with the match and what it matched on.
Your choices
- Use this — reuse the existing borrower instead of making a copy.
- Create anyway (or Save anyway when editing) — proceed if it really is a different person.
- Keep editing — go back and adjust the details.
Where it happens
The check runs from both Add borrower (/borrowers/new) and when you edit an existing borrower — so duplicates get caught either way.
Reusing the existing contact keeps one tidy record per borrower, with all their loans attached.