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6.2. Contacts Group

6.2. Contacts Group

Owned by Mitch Robinson (Deactivated)
Last updated: Dec 05, 2016

  • The Contacts group is used to add contacts associated with the finance application. Contacts can include directors, partners, guarantors and individuals.

Contacts Group

This group is used to add multiple contacts of the applicant.

FieldDescription
Contact TitleTitle of the contact
Full NameFull name of the contact
AddressAddress of the contact
Driver's Licence No.Driver's licence number of the contact
Licence ExpiryDriver's licence expiry of the contact
D.O.B.Date of birth of the contact
EmployerEmployer of the contact
Occupation/PositionOccupation of the contact
GuarantorGuarantor of the contact


Assets/Liabilities Group

This group allows a list of assets and liabilities to be attached to the application.

FieldDescription
Type

Type of asset or liability. Click the Type drop-down list to select.

Example:

  • Assets: Land and buildings, Motor Vehicle, Furniture, Shares, Investments, Personal Assets, Life Insurance, Bank Accounts, Cash, etc.

  • Liabilities: Mortgages, Financial Institutions, Bank Overdraft, Income Tax, etc.


DetailsDescription of the asset or liability.
ValueValue of the asset or liability.