6.3 Applicants Tab

This topic provides information on applicants. It covers capturing applicant details, including identification, demographics, employment, assets, liabilities, and income information.

Using the information supplied on application, complete Applicants tab details and the following sub tab details:

• Address
• Employments
• Telecoms
• Financials
• Liabilities
• Other Incomes sub screens
• Summary
• Credit Scores
• Duplicate Applicant
• Existing Accounts
• Tracking Attributes

The system uses the information on the Financial and Liabilities sub tabs in determining the applicant’s net worth. The system uses information on the Employments screen and Other Incomes sub screen to calculate the applicant’s debt-to-income ratio.

To complete the Applicants Details screen

On the Origination, click Origination. Under Origination, click Application Entry. Under Application Entry, click Applicant.

The Applicant screen displays.

Figure 6-4 Applicant Details

Description of "Figure 6-4 Applicant Details"

For details on this screen refer Applicant Tab section in Underwriting chapter.