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

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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

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