Applicant / Borrower Tab

You will find this tab referred to as "Borrower" tab in a Loan Application, and an "Applicant" tab in a Deposit application  

 Applicant/Borrower Tab 

 This tab, as the name suggests, is the main tab for applicant and primary application information.  

 

 Top Half  

 

 On the top you will see the status of Application number, Type of App (Individual/Joint), type of account the user came into the funnel looking for status of the application and channel 

 All the the other Tabs the user can toggle to  

  Basic KYC information along with the current status this application is on followed by Member/Account # (these will be populated directly from core after the Core if there is a core integration) 

 

 

 Bottom Half 

 

 Provides insights into other information, where applicable, such as:

 

 Membership Eligibility selections made by the applicant 

 Additional Information like Mother's Maiden Name, Work Phone Number, Employer's phone number, Insurance Information, ID Information etc.  

 Address History 

 Mailing Address 

 References 

 Benefeciaries - Only applicable for Deposit 

 Event History  -  Event history maintains a complete event by event history of all the actions taken on this application both by the customer and the staff handling this application 

 Consent History -  All the consent the customer has agreed or disagreed to while starting the application