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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
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