Standard Finance Credit Application - Co-Applicant

• Standard Finance Credit Application - Primary > check Co-Applicant at Co-Applicant field and then click Co-Applicant button

The Customer Number, Name, and Address indicated on the Finance Credit Application screen display. You cannot edit these fields.

The co-applicant's name indicated on the Update Co-Applicant Personal Information Screen is displayed.

Determination of whether entry in these fields is Mandatory, Optional, or Not Needed is controlled by your settings in the Third Party Finance Application Control Settings.

Enter the birth date of the co-applicant in mm/dd/yyyy format. The primary applicant must be 18 years of age or older and have not yet reached their 110^th birthday.   

Enter the co-applicant's home phone number. This entry must be numeric and 10 digits in length.

Enter the 10 digit cellular phone number of the co-applicant.

Enter the co-applicant's email address. The entry must contain a valid format for an email address (i.e. must contain ‘@’ and ‘.’).  The entry allows up to 50 alphanumeric characters.

The following applies if the "Customer Entry - Warn if Primary Email exists for other Customers" setting is checked in the Customer tab of Point of Sale Control Settings: If an email address is added or changed, the new email address is checked to determine if it has been assigned to any other customer account as a primary email address. If the email address already exists, a warning message appears that can be dismissed.

Check the box to indicate that the application has been signed by the co-applicant. If entry is mandatory, you cannot save this screen until the box is checked.

Enter the co-applicant's driver license number. This entry allows up to 25 alphanumeric characters. No validation occurs.

Enter the code representing the state where the driver's license was issued. The entry must be a valid state as defined in the Sales Tax Settings. Click the Search button to access the Read-Only Lookup Window.

Enter the date of expiration for the co-applicant's driver's license.

Maintain Co-Applicant Name/Address

The address, city, state, and zip default from the finance application screen.

The initial default for this field is None Selected. Click the Arrow button and select the type of residence for this co-applicant. Options are Own, Rent, Parents/Relative, and Other. If this field is required, you must select something other than None Selected at this field.

Enter the number of years and months that this co-applicant has lived in their current residence. The Years field accepts entries of 0-99 and the Months field accepts 0-11.

Enter the co-applicant's monthly housing payment (rent, mortgage, property taxes, etc.) in whole dollars. This must be a numeric entry of 0-99999.

Enter up to 30 characters to indicate this co-applicant's job title.

Enter 1-30 alphanumeric characters to indicate the name of the co-applicant's employer.

Enter the co-applicant's work phone number. The entry must be numeric and 10 digits in length.

Enter the number of years and months that this co-applicant has worked for the current employer. The Years field accepts entries of 0-99 and the Months field accepts 0-11.

Enter the co-applicant's income in whole dollars. A numeric entry of 0-999999 is allowed.

Specify whether the co-applicant's income is a monthly or annual amount.  The default for this field is Monthly.  

When finished entering the co-applicant's information, click the Save button. The primary applicant screen displays again.