CREDIT APPLICATION//ADDITIONAL INCOME
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Ron Reed
When completing the credit application and trying to input additional income; (I just learnt this today), but that information is listed under the INSURANCE TAB; Why? As a new user, what would indicate to a new user of this system and sales rep that any additional income needs to be added for a credit application under a completely separate tab that has nothing to do with the credit application? Can you get this streamlined for greater ease and efficiency?
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Michele McCoy
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Ron Reed, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Thank you for posting, Ron Reed! I have a few more questions for you:
- What specific information or fields related to additional income would you expect to find under the credit application tab?
- Can you describe any challenges or confusion you faced when trying to locate the additional income section?
- How frequently do you or your team need to input additional income information during the credit application process?