Search for Existing Customer

After clicking the Continue button on the Retailer Disclosure screen, consumers use this screen to enter either their social security number or driver's license number to either search for an existing customer record or create a new one. For existing customers, the other fields can be skipped and the customer number entered, if known. Otherwise, the first and last name, and zip code must be entered. If this is a new customer, the name and zip code, as well as the first line of the address must be entered. When the existing customer is found, a message welcomes the customer by name and indicates that the information has been found. If this is a new customer, a message displays that a new customer is being created. If a finance application already exists for this customer, a message appears stating that the application already exists and directing the customer to seek assistance from the sales associate.

Customers must enter either the social security number here or the driver's license number at the next field in order to proceed with the application.

Customers must enter either the driver's license number here or social security number at the field above in order to proceed with the application.

The applicant must enter their first name unless an existing customer number is being indicated in the field below.

The applicant must enter their last name unless an existing customer number is being indicated in the field below.

If creating a new customer, the first line of the address must be entered.

A second address line can be entered here for new customers.

The applicant must enter their zip code unless an existing customer number is being indicated in the field below.

The city and state populate based on the zip code entered.

For new customers, the date of birth can be entered here or on the Personal page of the primary application screen.

If a customer exists, the number can be entered here. If the number is not known, or creating a new customer, leave this field blank.

When the customer clicks the Save button, the system searches for an existing customer. Messages may display indicating that another piece of information is required - zip code for example. If the customer is found, a message displays stating that the customer information has been found. If not found, a message displays stating that a new customer is being created. Once the customer clicks Ok in the message window, the Finance Application Entry - Primary screen displays. When the application information has been entered for the primary and co-applicant (if applicable), the user clicks the save button to access the Review Application Information screen.