8.12.15 References Sub Tab

This topic provides information on the references section, which records and manages external or internal reference numbers, documents, and source details to maintain accuracy and accountability.

The References link enables user to enter any number of people as a reference on the application.

To complete the Reference screen (Contract link)

1. On the Origination, click Origination. Under Origination, click Funding.
2. Under Funding, click Funding tab. Under Funding tab, click Contract. Under Contract, click References.
3. In this section, user can perform any of the Basic Operations mentioned in Preface.
   A brief description of the fields is given below:

   Table 8-22 References

   Field	Description
   Relationship	Select the reference type.
   Name	Specify the reference name.
   Status	Select the status of the reference from the drop-down list.
   Years	Specify the number of years.
   Months	Specify the number of months.
   Comment	Specify a comment.
   Country	Select the country.
   Address Line 1	Specify the address line 1.
   Address Line 2	Specify the address line 2.
   State	Select the state.
   Zip	Select the zip code. For non US country, user have to enter zip code.
   Zip Extn	Specify the zip extension.
   City	Specify the city.
   Phone 1	Specify the reference’s primary phone number.
   Extn	Specify the reference’s primary phone extension.
   Permission to call	Check this box if customer has provided permission to contact through the specified phone number. When selected, system auto validates this option against the phone number specified. Atleast one phone number should have the permission to call for successful pre-qualification of the application. Else, an error message is displayed.
   Permission to Text	Check this box if customer has provided permission to contact through text message.
   Phone 2	Specify the reference’s secondary phone number.
   Extn	Specify the reference’s secondary phone extension.
   Permission to call	Check this box if customer has provided permission to contact through the specified phone number. When selected, system auto validates this option against the phone number specified. Atleast one phone number should have the permission to call for successful pre-qualification of the application. Else, an error message is displayed.
   Permission to Text	Check this box if customer has provided permission to contact through text message.

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

   If user want to add another reference, click Add and repeat steps 3 and 4.