![]() |
Welcome | Contents | Support | FAQs |
| Help » New Application | July 13, 2005 |
| Home | Apps | Inventory | Reports | Calculator | Calendar | Settings | Help | Log Out |
|
| Loan Application Options » New App | List | Search | Archived |
|
|
|||||||||||
| New Application | |||||||||||
|
|
|||||||||||
|
The New Application Page contains all of the basic information for a new loan applicant. Clicking on the New App tab opens the App Info page which includes the personal and residence information on the applicant such as name and address, social security number, date of birth, drivers license, and prior residence information.
This page also includes a button to direct you to the Credit tab, where the credit bureau of the referenced applicant may be pulled or reviewed. Clicking on the New Application Page also opens the sub-menu bar shown above, which directs you to the various tasks within the system. Each of these tasks represents a step in the application and closing process for such things as credit information, co-borrowers, trade-in information, lenders and the final desking of the transaction. NOTE: The FEX system is designed to guide you through the application process. To Save a new application simply click on any of the tabs on the sub-menu such as Credit, Emp Info, or Trade In. To leave the application information page without saving data, simply click on any of the tabs on the main menu, such as App List, Inventory or Reports. The New Application Information page contains the following required fields which are marked with an asterisk (**). This information is required in order to pull an applicant's credit report :
1) First Name 7) Time at Residence 8) Own, Rent or Live with Others NOTE: If an applicant has less than two years in their current residence, the prior residence section at the bottom of the new application form must be completed. The blue "Credit Report" button may be used to view any of the credit reports that have been obtained for this applicant. After entering the required information, clicking on the next tab on the sub-menu (Credit), will open the Credit Information tab where existing credit reports may be viewed and a new credit report can be obtained. |
![]()
|
|
|
|