The application form page contains deal participants’ profiles, application and several tabs.
The deal participant’s profile with brief information about the contact is located in the top left side of the page.
| Photo | Click the The applicant’s photo is displayed in the applicant’s profile on the application page.
|
| Full name | Full name of the contact. This is a non-editable field. To change this information, edit the [Personal data] detail. |
button to add a new photo by using the standard file selection window. Click the 
button to remove the photo. If you mouse over the photo area, the buttons will become visible.
The application profile for which the application form has been created is located in the bottom left side of the application form page. The application profile contains brief information about the application: its number, selected product, contact’s (deal participant’s) role. The profile will display information about the amount, currency and loan term only after all product conditions have been filled in.
| Product | The product for which the application is created. This field is filled in automatically with the selected product name and is non-editable. |
| Application | Number of the application for which the application from is registered. |
| Participant’s role | Deal participant’s role, for example, “Borrower” or “Guarantor”. |
The tab contains the information about the deal participant:
| New contact | Select this checkbox if you are filling an application for a new client. After the final loan approval, a new record will automatically be created in the [Contacts] section based on the application form. |
| Contact | You will see this field if the [New contact] checkbox is not selected. Use this field to connect the application form to an existing contact If you specify the contact, the system will automatically populate the following fields: Last name First name Middle name SSN Birth date Birthplace Gender Citizenship Social status Consent to the processing of personal data Consent to the verification of personal data Spouse (and their data) ID Communication options Addresses (Registration / Place of residence) Primary place of employment Primary place of employment address f the [Contact] field is cleared, the auto-populated data will be deleted. |
| Last name | Contact’s (deal participant’s) last name. The [Last name] and [First name] fields are required. |
| First name | |
| Middle name | |
| Previous last name. | Previous last name of the contact in case it was changed, for example, after marriage. |
| SSN | Contact’s social security number |
| Birth date | If you fill in this field, a "Birthday" noteworthy event will be automatically created for the contact. The value in this field is also used to calculate the contact's age, which is shown on the consultation panel during consultations with this contact. This is a required field. |
| Birthplace | Contact’s place of birth. This is a required field. |
| Gender | Gender of the contact. This is a required field. |
| Citizenship | Citizenship of a contact at the time of document submission. This is a required field. |
| Social status | Contact’s social status For example, “State employee” or “Individual entrepreneur”. This is a required field. |
| Education | Contact’s education. Foe example, “Master's degree” or “PhD”. This is a required field. |
| Consent to the processing of personal data | Contact’s consent to the processing of their personal data |
| Consent to the verification of personal data | Contact’s consent to the verification of their personal data |
ID
The detail is filled in with contact’s ID information.
| Series | Deal participant’s ID information These are required fields. |
| Number | |
| Issued on | |
| Issued by | |
| Department code |
Main communication options
The detail contains a list of contact’s (deal participant’s) communication options The detail fields are displayed when you select the corresponding commands in the [Add] menu.
| Business phone | The phone numbers you can use to contact the deal participant. Communication option types are defined when a record is added, but can be changed. |
| Mobile phone | |
| Home phone | |
| Internal phone | |
| Other phone | |
| Skype | Skype account. |
| | Website and email addresses. |
| Web | |
| | Social network profiles of the deal participant. A separate page is used to link a social network account to the contact. |
| | |
The tab contains information about contact’s marital status and members of their family.
| Marital status | Contact’s (deal participant’s) marital status For example, “Married” or “Civil marriage”. |
| Number of dependents. | Information about the number of persons who receive long-term tangible or monetary endowment from the deal participant. |
| Number of children | Information about the number of deal participant’s children. |
| Children under 14 years old. | Information about the number of deal participant’s children under 14 years old. |
Spouse
The details contains information about the contact’s (deal participant’s) spouse.
| Last name | Spouse’s last name. |
| First name | |
| Middle name | |
| Birth date | Spouse’s birth date. |
| Contact phone | Spouse's phone number. |
Main contact persons
The detail contains contacts of the deal participant and their primary communication options. The detail fields are displayed when you select the corresponding commands in the [Add] menu.
The tab contains information about known residential addresses of the contact.
| Same as above address | Select this checkbox if the contact’s place of residence matches place of registration. If the checkbox is selected, the [Place of residence] detail becomes hidden. |
Registration
The detail contains contact’s registered address (specified in the contact’s identification card or driver license).
| ZIP/postal code | ZIP or postal code for the place of employment. |
| Country | Country of residence. The [State/province] and [City] fields are connected to the [Country] field. For example, if a city is located in a certain country, the [Country] field will be populated automatically when you fill in the [City] field. Similarly, if you enter a province in the [State/province], the [Country] field will be populated automatically. When you fill in the [Country] field, the [State/province] and [City] fields will display only those regions and cities, which correspond to the selected country. You can associate a region with a certain country in the [States/provinces] lookup, and associate a city with a country – in the [Cities] lookup. |
| State/province | |
| City | |
| Address | Street, building and/or apartment number. |
Place of residence
The detail is filled in if the contact’s place of residence is different from the registration address. The detail is editable if the [Same as above address] checkbox is cleared.
| ZIP/postal code | ZIP or postal code for the place of employment. |
| Country | Country of residence. The [State/province] and [City] fields are connected to the [Country] field. For example, if a city is located in a certain country, the [Country] field will be populated automatically when you fill in the [City] field. Similarly, if you enter a province in the [State/province], the [Country] field will be populated automatically. When you fill in the [Country] field, the [State/province] and [City] fields will display only those regions and cities, which correspond to the selected country. You can associate a region with a certain country in the [States/provinces] lookup, and associate a city with a country – in the [Cities] lookup. |
| State/province | |
| City | |
| Address | Street, building and/or apartment number. |
The tab contains detailed information about the contact’s employment.
| Type of employment | Indicates whether the employment of the contact is full time, part time or seasonal. |
| Qualification | Contact’s qualification at the primary place of employment, such as “Specialist”, “Management”, etc. |
| Total work experience, years | Total employment duration in years and months. |
| Total work experience, months |
Primary place of employment
The detail contains information about the primary place of employment of the contact.
| Employer | The legal entity that is the contact’s employer. |
| Legal form | Type of legal entity, e.g. “Corp.”, “Inc.”, “Ltd.”. |
| Industry | Business field that the legal entity operates in, for example, “IT Company”, “Business services”, or “Manufacturing and distribution”. |
| Business phone | Contact’s business phone. |
| Role | Contact's influence in the decision making process, for example, “Decision maker” or “Influencer”. |
| Job title | Position held by the contact, for example, “Department manager”. |
| Length of employment, years | Total duration of contact’s employment in the company. |
| Length of employment, months |
Primary place of employment address
The detail contains contact’s work address.
| ZIP/postal code | ZIP or postal code for the place of employment. |
| Country | Country of employment. The [State/province] and [City] fields are connected to the [Country] field. For example, if a city is located in a certain country, the [Country] field will be populated automatically when you fill in the [City] field. Similarly, if you enter a province in the [State/province], the [Country] field will be populated automatically. When you fill in the [Country] field, the [State/province] and [City] fields will display only those regions and cities, which correspond to the selected country. You can associate a region with a certain country in the [States/provinces] lookup, and associate a city with a country – in the [Cities] lookup. |
| State/province | |
| City | |
| Address | Street, building and/or office number. |
The tab contains details that display financial information about the contact: income, expenses, current loans, loan guarantees and property. This data is used to determine creditworthiness of the contact.
Note
The list of available income and expense types can be modified in the [Income and expenses sources] lookup.
Income
The detail contains information about the contact’s income from various sources.
The detail fields are displayed when you select the corresponding commands in the [Add] menu. By default, the following income sources are available: [Primary place of employment salary], [Secondary place of employment salary], [Rent], [Interest].
Expenses
List of individual's expenses.
The detail fields are displayed when you select the corresponding commands in the [Add] menu. By default, the following expenses are available: [Utility payments, monthly], [Alimony, monthly], [Personal, monthly].
Loans and loan guarantees
Information about the loans where the current contact is the borrower or guarantor. The detail fields are displayed when you select the corresponding commands in the [Add] menu. The following information is available on the detail: [Loan], [Loan guarantee], with loan amount and expiration date.
Owned property
The list of contact’s property that can act as collateral. The detail fields are displayed when you select the corresponding commands in the [Add] menu. The following types of collateral are available: [Real estate] and [Vehicle].
Note
The list of available collateral object types can be modified in the [Collateral object types] lookup. The list of available property types can be modified in the [Property types] lookup.
The tab contains the list of the documents that this participant provides as part of the deal.
Required documents
The list of documents provided by the contact as part of the deal. The list of required documents is specified on the product conditions page. Se the [Generate the list of documents] action to add it to the application form. Only those documents with the "Application” will be added to the list, for which and the role of the participant of the transaction, coinciding with the one for which the questionnaire is filled, are indicated. If the contact is supposed to provide additional documents that are not part of the original list, you can add them manually, by clicking the 
button. Use the document in application page to edit the information on the detail.
The [Feed] tab displays messages connected to the current application form.
See also
