Capital One Credit Application

Access

Tabs: Main, Co-Applicant

Use this screen to enter information required by a specific finance provider - in this case Capital One.

To edit existing credit applications, a check must appear at the Access credit applications for third party on-line financing field in the Extended Security settings.

Co-Applicants

If you select Co-Applicant at the Co-Applicant field on the Main tab, you activate the Co-Applicant tab. Use The fields on that tab to enter information on the co-applicant. The specific fields on that screen vary according to the requirements of the finance provider.

Co-applicants do not need to be existing customers, nor do you need to add co-applicants as a customer in the system. However, the option exists to add the co-applicant as a customer, if desired. To do this, select the Create Customer From Co-Applicant option from the Actions button at the bottom of the Update Co-Applicant Personal Information Screen.  The Advanced Customer Settings screen appears, providing for entry of the new customer information.  

Customer CodeThe Customer Code you entered on the Finance Credit Application screen appears. You cannot edit this field.

Main

Use the Main tab to enter information for the primary applicant.

Social Security NumberEnter the social security number of the applicant you specified on the Finance Credit Application screen.  If your domestic country is USA, this field is required.

Date of BirthEnter the birth date of the applicant you specified on the Finance Credit Application screen.

Home PhoneThe home phone number of the applicant you entered on the Finance Credit Application screen appears (that is, if one exists in the customer file). You can edit this field.

Work PhoneEnter the work phone number of the applicant you specified on the Finance Credit Application screen.

Housing Indicator

Housing Payment

Gross Income

Income Term

Checking, Savings

Email AddressThe email address of the applicant displays, if one exists in the customer record. You can edit this optional field.

Time at Address (Years)This is an optional field. Enter the number of years the applicant has resided at the current address.

Time at Address (Months)This is an optional field. Enter the number of months the applicant has resided at the current address. You can enter a number from zero (0) to eleven (11).

Time at Employer (Years)Enter the number of years the applicant has worked for their current employer.

Time at Employer (Months)Enter the number of months the applicant has worked for their current employer. You can enter a number from zero (0) to eleven (11).

EmployerEnter the name of the applicant's employer.

Credit Protection

Master Card

Language Preference

Sale AmountIndicate the finance amount of the sale requested by the applicant.  

Marital Status

Co-Applicant

Co-Applicant

Use this tab to enter information on the co-applicant. For this tab to be active, you must select Co-Applicant at the Co-Applicant field on the Main tab.

Customer CodeIf you created a customer record for the co-applicant (or if a customer record already exists for the co-applicant), the customer code for the co-applicant appears here. You can edit this field. However, a valid customer code is not required.

If you click on the Search button, you access the Customer Code lookup from which you can make a selection. If you click on the Action button, you access the Update Co-Applicant Personal Information Screen.

Social Security NumberEnter the co-applicant's social security number. This field is mandatory.

Date of BirthEnter the co-applicant's birth date. This field is mandatory.

Home PhoneIndicate the co-applicant's home phone number.

Work PhoneIndicate the co-applicant's work phone number.

Name, Address 1-3

EmployerEnter the name of the co-applicant's employer.

Time at Employer (Years)Enter the number of years the co-applicant has worked for their current employer.

Time at Employer (Months)Enter the number of months the co-applicant has worked for their current employer. You can enter a number from zero (0) to eleven (11).

Time at Address (Years)Enter the number of years the co-applicant has resided at the current address.

Time at Address (Months)Enter the number of months the co-applicant has resided at the current address. You can enter a number from zero (0) to eleven (11).

Gross Income

Income Term