7.5.3 Telecoms Sub Tab

This topic provides information on telecoms. It outlines the process of capturing, managing, and tracking telecoms details within the system for reference and validation.

The Telecoms sub screen only needs to be completed if additional phone numbers exist. If not, this sub screen can be left blank.

To complete the Telecoms sub tab
  1. On the Origination, click Origination. Under Origination, click Underwriting. Under Underwriting, click Underwriting tab.
  2. Under Underwriting tab, click Applicant. Under Applicant, click Applicant. Under Applicant, click Telecoms.
  3. Perform any of the Basic Operations mentioned in Preface.
    A brief description of the fields is given below:

    Table 7-5 Telecoms

    Field Description
    Type Select the telecommunication type from the drop-down list.
    Phone Specify the phone number.
    Extn Specify the phone extension.
    Current Check this box if this telecom number is current.
    Permission to Call

    Check this box if customer has provided permission to contact through the specified phone number.

    Atleast one phone number per application should have the permission to call (flagged as Y) for the 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.
    Time Zone Select the applicant’s time zone from the drop-down list.
    Start Time Specify the best time to start the call.
    Period Select the time period for the best time to call start time, AM or PM, from the drop-down list.
    Best day to call Select the preferred day of the week to contact the customer from the drop-down list.
    End Time Specify the best time to end the call.
    Period Select the time period for the best time to call end time, AM or PM, from the drop-down list.
  4. Perform any of the Basic Actions mentioned in Preface.