Loan Cirrus facilitates client creation by capturing all pertinent client biographical data . Upon initial setup the user will be automatically redirected to the page shown below to create a client.
Enter an ID number then click
. Confirm the ID number by clicking
when the popup below is invoked.
The client creation form will be loaded as shown below. Populate the form as outlined in the proceeding sections of this article.
In addition to the above there are two ways to initiate the client creation process:
1) From the top navigation menu, click on "Clients" and select the option to "Create Client".
2) By clicking
in the top header menu. Selecting this icon will allow you to either create a client or create a loan account
PERSONAL AND CONTACT INFO
The first step is to key in all required personal and contact information. Once all required fields have been populated click
at the bottom right of the page to move through the tabs on this page and complete client creation.
Click
to add identification information as seen below:
To upload an ID image
Once uploaded the ID image will be displayed as shown below with the options to update
or remove
same.
When creating a client, the user is presented with the option to upload a customer’s image and signature under the Personal Info Tab.
Upon clicking
the page will be reloaded with the uploaded customer image displayed at the top left of the page as shown below.
Date pickers/Calendars - To select a date you may simply key in the date in the format yyyy-mm-dd, or click the input field
or the calendar icon next to it to invoke the calendar as shown below.
Use the arrows to navigate through the months of the year being displayed
or click the month/year (June 2016) being displayed to show all options
You may also use the arrows to navigate to the year to be selected
or click the year (2016) being displayed to show all options
ADDRESS FIELDS
Key in all required address information. Once all required fields have been populated click
at the bottom right of the page to move through the tabs on this page and complete client creation, or
to return to the previous tab.
For the “Years at this Address” field you may simply key in the number of years or use the arrows in this field to select same
If the mailing address differs from the home address, uncheck the “Same as home address” option at the bottom left of the page, to reveal additional input fields.
EMPLOYMENT INFORMATION
Key in all required employment information. Once all required fields have been populated click
at the bottom right of the page to move through the tabs on this page and complete client creation, or
to return to the previous tab.
For the “Date of Employment” field see Date pickers/Calendars in this article.
REFERENCES
Key in all required reference information. Once all required fields have been populated click
at the bottom right of the page to move through the tabs on this page and complete client creation, or
to return to the previous tab.
To add more references, click on the additional references tabs
and
and populate all required fields. Each client may have a maximum of 3 references.
ASSET INFORMATION
Click
to end the client creation process or click
to add an asset for a client. This will invoke the display shown below to select an asset type.
Once an asset type is selected additional input fields will be revealed allowing the user the key in specific asset information.
For the “Appraisal Date” and “Appraisal Expiry Date” fields see Date pickers/Calendars in this article.