1. Line Origination User Guide
  2. Funding
  3. Contract Tab
  4. References Sub Tab

8.12.14 References Sub Tab

The References link enables you to enter any number of people as a reference on the application.

To complete the Reference screen (Contract link)
  1. Open the Funding screen and load the application you want to work with.
  2. Click the Contract > References link in this section, you can perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 8-21 References

    Field Do this
    Relationship Select the reference type.
    Name Specify the reference name.
    Status Select the status of the reference from the drop-down list.
    Years Specify the number of years.
    Months Specify the number of months.
    Comment Specify a comment.
    Country Select the country.
    Address Line 1 Specify the address line 1.
    Address Line 2 Specify the address line 2.
    State Select the state.
    Zip

    Select the zip code.

    For non US country, you have to enter zip code.
    Zip Extn Specify the zip extension.
    City Specify the city.
    Phone 1 Specify the reference’s primary phone number.
    Extn Specify the reference’s primary phone extension.
    Permission to call

    Check this box if customer has provided permission to contact through the specified phone number.

    When selected, system auto validates this option against the phone number specified. Atleast one phone number should have the permission to call for 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.
    Phone 2 Specify the reference’s secondary phone number.
    Extn Specify the reference’s secondary phone extension.
    Permission to call

    Check this box if customer has provided permission to contact through the specified phone number.

    When selected, system auto validates this option against the phone number specified. Atleast one phone number should have the permission to call for 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.
  3. Perform any of the Basic Actions mentioned in Navigation chapter.

    If you want to add another reference, click Add and repeat steps 3 and 4.

Parent topic: Contract Tab