1. Line Origination User Guide
  2. Underwriting
  3. Applicant Tab
  4. Customer Search Tab

7.5.9 Customer Search Tab

While creating an application for an existing customer, you can retrieve and copy the customer details into the new application by using the Customer Search section of the Simple Application Entry screen.

You can modify only the address, employment, financial details and not the demographic and identification details.

To copy the Customer Details
  1. On the Underwriting screen, click Applicants tab.
  2. Click Customer Search tab.
  3. In the Search Criteria screen, use the Comparison Operator and Values columns to create the search criteria you want to use to find a customer.
  4. Click the Search button.

    The system locates and displays all the customer details that meet your search criteria in the Search Results section.

    Select Reset Criteria at any time to clear the Comparison Operator and Values columns on the Criteria screen.

  5. In the Search Results section, select a customer you want to load.
  6. Select the relation type and click Copy Customer Details.

Parent topic: Applicant Tab