1. Line Origination User Guide
  2. Underwriting
  3. Applicant Tab
  4. Summary Sub Tab
  5. Financials Sub Tab

7.5.4.1 Financials Sub Tab

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

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

    Table 7-8 Financials

    Field Do this
    Type Select financial type from the drop-down list. For example, liquid assets, retirement assets, and so on.
    Source Specify source; for example, stocks, 401K, rent received, and so on.
    Account # Specify the account number.
    Currency Select the currency code from the drop-down list.
    Line of credit Currency Amount View the Line of credit currency amount.
    Amount Specify amount.
    Include Check this box to indicate that the Asset is included.
    Comment Specify comment, if any.
  3. Perform any of the Basic Actions mentioned in Navigation chapter.

Parent topic: Summary Sub Tab