- To access the General Screen you will first have to have an applicant loaded.
- From the Main screen you will open the selected Applicant’s information by clicking the blue “Open” button on the right of the applicant list.
- You will now have access to the Applicant’s General Screen options
- You can choose which type of applicant this should be from the drop-down menu
Primary Applicant details
- Please Complete the personal details of the applicant.
- Please Complete the employment details of the applicant.
- You can add any dependents for the applicant
Bank Account Details
- Banking details of the applicant
Next of Kin
- Details of the next of kin
- A Joint application will contain most the above options.
- This allows you to enter a First and Second Trustee application.
- Please fill in all required information correctly as this may appear on generated documents.
- When done you can simply click the red “Save” button at the top right.
- If you try and close an applicant before saving changes it will give you a pop up message
- It will give you a option to “Close Applicant” without saving changes or you can select “Cancel” to go back and edit the applicant some more or simply to save your changes.