Financial Information - Employment History, Current Employer, Other Income, My Assets Information

Employment History

• This will auto populate once the consumer enters the required fields in “Current Employer Information”
• Company Name and Total Income

Current Employer Information

• Employment Type
• Active Military Duty
• Rank, Time Period, Years in same field, Total Income (Gross), Branch, Business Phone, Company Address
• Salaried Employee/Self Employed
• Position, Type of Business, Time Period, Years in same field, Total Income (Gross), Company, Phone, Company Address
• Retired
• Retirement Date – mm/dd/yyyy
• Other/Unemployed
• *The consumer must have at least 2 years of employment history if “Salaried Employee/Self Employed” otherwise they will be required to:
• Add another Employer
• If “yes” they will be prompted to enter “Employer Information” options again

Other Income Information

• Belongs To – Consumer Name, Co-Borrower Name, Joint
• Income Type –Consumer may choose from a large selection such as: Social Security, Capital Gains, Unemployment, etc.
• Amount - Enter pretax amount (gross), monthly or annually

My Assets

• Belongs To –Consumer Name, Co-Borrower Name, Joint
• Account Type - Consumer may choose from a large selection such as: Checking, Savings, CD, etc.
• Financial Institution
• Account #
• Amount

If Co-Borrower Exists…

• Financial Info process is repeated for co-borrower