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

7.6.5 Partners Sub Tab

You can enter more than one partner for the business.

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

    Table 7-19 Partners

    Field Do this
    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.
    First Name Specify the partner’s first name.
    MI Select the partner’s middle name.
    Last Name Specify the partner’s last name.
    Suffix Specify the partner’s suffix.
    SSN # Specify the partner’s social security number.
    Birth Dt Specify the partner’s birth date.
    Birth Place Specify the partner’s birth place.
    Title Select the partner’s title.
    Ownership (%) Specify the percentage of ownership held by the customer.
    Net worth Specify the partner’s net worth.
    Gross Income Specify the partner’s gross income.
    Language Specify the partner’s language.
    Nationality Specify the partner’s nationality.
    Country Select the partner’s country code.
    Address # Specify the partner’s address number.
    Address Line 1 Specify the partner’s first address.
    Address Line 2 Specify the partner’s second address line.
    Zip

    Select the partner’s zip code.

    For non-US country, you have to enter zip code.
    Zip Extn Specify the partner’s zip extension.
    City Specify the partner’s city.
    State Select the partner’s state.
    Phone Specify the partner’s phone number.
    Extn Specify the partner’s phone extension.
    Email Specify the partner’s email.
  3. Perform any of the Basic Actions mentioned in Navigation chapter.

Parent topic: Business Tab