6.4 Applicants Tab
Using the information supplied on application, complete Applicants tab details and the following sub tab details:
- Address
- Employments
- Telecoms
- Financials
- Liabilities
- Other Incomes sub screens
- Summary
- Credit Scores
- Duplicate Applicant
- Existing Accounts
- Tracking Attributes
The system uses the information on the Financial and Liabilities sub tabs in determining the applicant’s net worth. The system uses information on the Employments screen and Other Incomes sub screen to calculate the applicant’s debt-to-income ratio.
To complete the Applicants Details screen
On the Application Entry tab, click Applicant > Applicant.
For details on this screen refer Applicant Tab section in Underwriting chapter.
Parent topic: Application Entry