Basic information
The applicant tab provides information about the loan applicant. There’s a summary of the applicant’s name, address and date of birth. The amount of loan applied for is displayed, together with its purpose.
Enhanced information
For applications arriving over the internet the applicant details tab provides more information. This makes it easier to copy information into your back-office system:
Email address
Repayment frequency
Repayment date
Bank account details
Any health declarations
Whether marketing permission has been granted.
Additional information may also be obtained, depending on any integration in place with the core banking platform.
Next: The bureau tab
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