1. Line Origination User Guide
  2. Underwriting
  3. Business Tab
  4. Financials Sub Tab

7.6.3 Financials Sub Tab

The Business tab’s Financials sub screen only needs to be completed if financial assets exist on the application for the business. If not, this sub screen can be left blank.

To complete the Financials sub tab
  1. Click the Financials sub tab.
  2. Perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 7-17 Financials

    Field Do this
    Type Select financial type; for example, liquid assets, retirement assets, and so on.
    Source Specify source; for example, stocks, 401K, rent received, and so on.
    Currency Select the currency of the asset.
    Amount Specify amount.
    Line of credit Currency Amount The system displays the Line of credit currency amount.
    Comment Specify comment, if any.
    Include Check this box to include this record in calculations on the Other Details sub section.
  3. Perform any of the Basic Actions mentioned in Navigation chapter.

Parent topic: Business Tab