7.6.3 Financials Sub Tab

This topic provides information on the financials. It enables users to view, capture, and manage financial details within the request.

The Business tab’s Financials sub screen only needs to be completed, if financial assets exist on the application for the business. If not, this sub screen can be left blank.

To complete the Financials sub tab

1. On the Origination, click Origination. Under Origination, click Underwriting.
2. Under Underwriting, click Business. Under Business, click Business. Under Business, click Financials.
3. Perform any of the Basic Operations mentioned in Preface.
   A brief description of the fields is given below:

   Table 7-18 Financials

   Field	Description
   Type	Select financial type; for example, liquid assets, retirement assets, and so on.
   Source	Specify source; for example, stocks, 401K, rent received, and so on.
   Currency	Select the currency of the asset.
   Amount	Specify amount.
   Loan Currency Amount	The system displays the Loan currency amount.
   Comment	Specify comment, if any.
   Include	Check this box to include this record in calculations on the Other Details sub section.

4. Perform any of the Basic Actions mentioned in Preface.