5 Simple Application Entry
The Simple 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 Simple Application Entry. It explains the basic process of entering application details quickly and efficiently. - 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 Tab
This topic provides information on Business. It covers managing business details, tracking activities, and supporting organizational processes. - Request Tab
This topic provides information on the request tab. It enables users to create, submit, and track requests within the application. - Collateral Tab
This topic provides information on the collateral tab. It enables users to capture, manage, and track collateral details linked to an application. - 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. - Verification Tab
This topic provides information on verification. It enables users to review, validate, and confirm applicant details and supporting documents to ensure accuracy and compliance. - Review Request
This topic provides information on review request. It enables users to examine submitted requests, validate details, and take appropriate action.