The General tab allows users to enter basic information about the application.
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.
- Click the Contact popup button (
). The Select Contact dialog will be displayed.
- Select the required contact.
- Click the OK button.
- Click the Contract Type popup button (
). The Select Contract Type dialog will be displayed. - Select the required contract type.
- Click the OK button.
- Click the Purpose popup button . The Select Application Purpose dialog will be displayed.
- Select the required application purpose.
- Click the OK button.
- Click the Broker popup button (
). The Select Broker dialog will be displayed.
- Select the required broker.
- Click the OK button.
- Click theTeam popup button (
) . The Select Team dialog will be displayed.
- Select the required team.
- Click the OK button.
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.