Wells Fargo Finance Credit Application Screen

Access

Tabs:  Main, Co-Applicant

Use this screen to enter information required by a specific finance provider - in this case Wells Fargo Financial.

  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.

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.

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.

Email AddressThe email address 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

Home ValueEnter the value of the applicant's home in whole dollars. This field becomes inactive if you select Rent at the Housing Indicator field.

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

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

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

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

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

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).

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

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.

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

Co-Applicant

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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.

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

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

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

EmployerEnter the employer 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.

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).

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