6 Application Entry
The Application Entry screen enables user to specify information from the credit application into the system through the following screens:
- Introduction
This topic provides information on Introduction for Application Entry. It explains the basic process of capturing and recording application details within the system. - Entering a Credit Application
This topic provides information on entering a credit application. It covers capturing application details, requesting a credit bureau report, and validating the credit application through the applications screen. - Applicants Tab
This topic provides information on applicants. It covers capturing applicant details, including identification, demographics, employment, assets, liabilities, and income information. - Business Applicants Tab
This topic provides information on the Business Applicants tab. It enables users to view and manage application details submitted by business entities. - Request Tab
This topic provides information on the request tab. It enables users to create, view, and manage application requests within the system. - Master Account Tab
This topic provides information on the Business Applicants tab. It enables users to view and manage application details submitted by business entities. - Bureau Tab
This topic provides information on the bureau tab. It enables users to access and review bureau reports linked to an application. - Collateral Tab
This topic provides information on the collateral. It allows users to access collateral records and review asset information associated with the request. - Comments Tab
This topic provides information on Comments. It allows users to add, view, and manage remarks or notes within the application. - Tracking Tab
This topic provides information on tracking. It enables users to monitor, update, and manage the progress of applications and related activities. - Document Tab
This topic provides information on the document. It allows users to access and track application documents for reference and verification. - Verification Tab
This topic provides information on the verification. It enables users to review and validate applicant details and supporting documents. - Tools Tab
This topic provides information on the verification. It enables users to review and validate applicant details and supporting documents. - Review Request
This topic provides information on review request. It enables users to examine submitted requests, validate details, and take appropriate action.