Creating an Updated Statement

Once you add the applicant information you can create an updated statement.

To create an updated statement

  1. Navigate to the Applications screen, then the Applications List view.

  2. Drill down on an application, and click the Applicant view tab.

  3. In the Applicant list, click Create Statements.

    If the applicant has an existing financial statement, then the Siebel application copies the latest financial statement into the Consumer Detail view.

    Financial statements are automatically created for the applicant and co-applicant. These statements are used in the Consumer Detail view, as described in Adding Consumer Detail Information.

    Note: The Create Statements button only performs this function if the applicant has an existing financial statement.