American General Finance Credit Application Screen

Access

Tabs:  Main, Co-Applicant, Additional Info

Use this screen to enter information required by a specific finance provider - in this case American General Finance.

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.  

Main

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

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

Number of DependantsEnter the number of dependants associated with the applicant.

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

Social Security NumberEnter the social security number of the applicant you entered 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.

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

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

Housing Indicator

Monthly PaymentEnter the applicant's monthly mortgage or rent payment, in whole dollars.

EmployerEnter the employer of the applicant you entered on the Finance Credit Application screen.

Net IncomeEnter the net income of the applicant. This number represents either an annual or monthly amount depending on the setting at the following field.  

Income Term

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).

Job TitleEnter the applicant's job title.

Work PhoneThe work phone number of the applicant you entered on the Finance Credit Application screen appears. You can edit this number.

Email AddressThe 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.

Other Net IncomeEnter the total amount of additional income the applicant received from sources outside of their primary job.

Other Income Term

Requested AmountEnter the finance amount requested by the applicant. If you accessed this screen from Sales Order Entry, the amount from the order appears here. You can edit the amount.

Drivers Lic StateEnter the state from which the driver's licence was issued.

Drivers Licence NumberEnter the applicant's driver's licence number.

Credit ProtectionIf the applicant is taking out insurance on the loan, check the box. Otherwise, leave the box blank.

Co-Applicant

Co-Applicant

Use this tab to enter information on the co-applicant information. 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 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 Actions button, you access the Customer Settings file which you can use to create a customer record for the co-applicant.

Date of BirthEnter the birth date of the co-applicant you entered on the Finance Credit Application screen.

Social Security NumberEnter the social security number of the co-applicant you entered on the Finance Credit Application screen.

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).

Home PhoneEnter the home phone of the co-applicant.

EmployerEnter the employer of the co-applicant you entered on the Finance Credit Application screen.

Net IncomeEnter the net income of the co-applicant. This number represents either an annual or monthly amount depending on the setting at the following field.  

Income Term

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).

Job TitleEnter the job title of the co-applicant you entered on the Finance Credit Application screen.

Work PhoneEnter the work phone number of the co-applicant you entered on the Finance Credit Application screen.

Other Net IncomeEnter the total amount of additional income the co-applicant received from sources outside of their primary job.

Other Income Term

Additional Info

American General Finance requires that applicants reside at their current address and current place of employment for a minimum of two years, and co-applicants reside at their current address for a minimum of two years (AGF has no minimum employment requirements for co-applicants). Applicants who do not satisfy these requirements must answer additional questions on the Additional Info tab.

Customer CodeThe customer code of the main applicant appears for reference purposes.

Main Applicant Previous Address

Address 1Enter the street address of the previous residence of the main applicant.

Zip CodeEnter the zip code of the previous residence of the main applicant.

CityEnter the city of the previous residence of the main applicant.

StateEnter the state of the previous residence of the main applicant.

Time at Address YearsEnter the number of years the main applicant lived at the previous residence.

Time at Address MonthsEnter the number of months the main applicant lived at the previous residence.

Main Applicant Previous Employment

EmployerEnter the main applicant's previous employer.

Time at Employer YearsEnter the number of years the main applicant worked for the previous employer.

Time at Employer MonthsEnter the number of months the main applicant worked for the previous employer.

Co-Applicant Previous Address

Address 1Enter the street address of the previous residence of the co-applicant.

Zip CodeEnter the zip code  of the previous residence of the co-applicant.

CityEnter the city of the previous residence of the co-applicant.

StateEnter the state of the previous residence of the co-applicant.

Time at Address YearsEnter the number of years the co-applicant lived at the previous residence.

Time at Address MonthsEnter the number of months the co-applicant lived at the previous residence.