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TFS User Guide Table
TFS User Guide Table
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The General tab allows users to enter basic information about the application.

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When the application is created it populates the General information with the preferences set in TFS Administration. They can be changed. By default, the primary contact will be shown as the applicant.


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titleHow to Select the Contact - Click here to expand...
  1. Click the Contact popup button (Image Modified). The Select Contact dialog will be displayed.
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  2. Select the required contact.
  3. Click the OK button.


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titleHow to Select the Contract Type - Click here to expand...
  1. Click the Contract Type popup button (Image Modified). The Select Contract Type dialog will be displayed.
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  2. Select the required contract type.
  3. Click the OK button.


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titleHow to Select the Purpose - Click here to expand...
  1. Click
the
  1. the Purpose popup
button ()
  1. button . The Select Application Purpose dialog will be displayed.
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  2. Select the required application purpose.
  3. Click the OK button.


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titleHow to Select the Broker - Click here to expand...
  1. Click
the
  1. the Broker popup button (Image Modified). The Select Broker dialog will be displayed.
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  2. Select the required broker.
  3. Click the OK button.


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titleHow to Select the Team - Click here to expand...
  1. Click theTeam popup button (Image Modified) . The Select Team dialog will be displayed.
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  2. Select the required team.
  3. Click the OK button.


Note

IMPORTANT CONCEPTS

  • Number: the application number. This can be modified but must be unique.
  • External?: indicates that the application has been financed through a different broker. It allows the broker to build a comprehensive commitment schedule for the client.
  • Enforce Rules?: Toggle Yes/No. Allows users to enter repayment amounts manually. If set to Yes, TFS will automatically handle repayments.

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Process Navigation

Image RemovedCreate a New Application

Image Removed Step 1- General

Image RemovedStep 2 - Services

Image Removed Step 3 - Financier

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