How to Edit a Debtor

  1. Open the debtor's report
    From your debtor list, click the debtor's name or the "View Report" button to open their monitoring report page.
  2. Click "Edit Debtor"
    Look for the edit icon (pencil) or "Edit Debtor" button near the debtor's name in the report header. This opens the edit form with the current values pre-filled.
  3. Update the fields you need to change
    Modify any editable fields. Locked fields (like monitoring type) will be grayed out and cannot be changed here.
  4. Enter your security PIN to confirm
    Changes to debtor records require your 6-digit PIN to confirm. This prevents unauthorized edits to your monitoring configuration.
  5. Save changes
    Click "Save Changes." The debtor record updates immediately and the next monitoring scan will use the updated information.

What Can (and Can't) Be Edited

Field Editable? Notes
First / Last Name Editable Yes Correcting a name triggers an updated search on the next sweep. Old alert history is preserved and linked to the original name.
Business Name Editable Yes Full legal name should match the judgment — including LLC, Inc., Corp., etc.
DBA / Trade Name Editable Yes Optional field. Stored alongside the legal name for reference.
State Editable Yes Changing the state updates which property and court record databases are queried. Useful when a debtor relocates.
City / County Editable Yes Optional refinement fields. Narrowing by county can improve match precision in high-population states.
Case Number Editable Yes Reference-only field. Does not affect monitoring searches — stored for your records.
Judgment Amount Editable Yes Can also be edited inline from the report header. Reference-only — does not affect monitoring.
Monitoring Type Locked No Individual vs. Business cannot be changed. To switch, remove the debtor and re-add with the correct type.

A Note on Name Changes

If you correct a debtor's name — for example, fixing a misspelling — the updated name will be used in all future sweeps. Your existing alert history is preserved exactly as it was and will continue to show the name that was active at the time each alert was generated.

If you discover the debtor goes by a different legal name entirely (for example, you find a maiden name or an alias that appears on property records), the recommended approach is to remove the incorrect entry and add a new debtor with the correct name, rather than editing. This gives you a clean monitoring history for the correct identity.

Tip

Updating the state is one of the most impactful edits you can make. If you learn through an alert that a debtor has moved or acquired property in a new state, add them as a second debtor entry for the new state — or update the existing entry if you're confident they've relocated permanently. Monitoring both states simultaneously requires two debtor seats.

After Editing — What Changes?

Changes to editable fields take effect immediately for the debtor record but are applied to your monitoring searches on the next monitoring scan. If you need results from the updated information right away, you can trigger a manual sweep after saving changes.

Important

If you cannot change the monitoring type and need to switch a debtor from Individual to Business (or vice versa), your only option is to remove the debtor and re-add them. Any alert history from the original entry will not carry over to the new one — export or note any important alerts before removing.

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