The Application Information page refers to the section of EZ Process Pro that contains all the contact and personal information recorded for a customer. This page can be used to edit, add, or remove customer information for your CRM, run credit reports, and review reference information.
To get to this page, you will need to search for a customer through the Search Customer page, then click on the customer you want to view. That will bring you straight to the below page.
At the top of the page, you have two tabs: Application Information and View All Sales. (Note: You can read more about the View All Sales page in the article Search Customer - View Sales.)
At the top of the page, you have the Applicant and Co-Applicant fields. Not all of these areas will need to be filled out and can be chosen via System Settings - Page 2.
The Applicant refers to the customer making the purchase, and the Co-Applicant refers to the second person on the sale. The sale may have been made through a financing service, or it might have been made through a normal payment type like cash, credit, or check. Both tabs contain the individual's recorded information.
Below that, you will see the following fields for information regarding your customer.
Customer Information:
- This contains the identifying information about the customer, such as Name, Date of Birth, and Social Security Number.
Contact Information: Includes the following fields
- This section includes the Address, Email, Home, Work, and Cell numbers.
Driver's License Information: Includes the following fields
- Issuing State, Number, and Expiration Date
Employment Information: Includes the following fields
- Employer, Position, and Years worked for up to two employers.
Housing and Income: Includes the following fields
- Years at Current Address, Own or Rent, Monthy Income, Mortgage or Rent Payment, Mortgage Company, and Home Value
Reference Information: Includes the following fields
- First and Last Name, Phone Number, and Relation
Once you have filled out the information that is both required and any additional information needed you will have four options: Save Changes, Reset, Pull Credit, and View Credit Report History
Save Changes: Saves any new modifications you have made to the customer's information. Note that if this button does not seem to be working to save changes, it may be due to malformed information having been entered. For example, the system will not accept the "@" sign for the customer's email. This button will always be present on the "Application Information" page.
Reset: Reverts any unsaved changes to the original information.
Pull Credit: This opens a new window with the customer's information pre-filled. This button will always be present on the "Application Information" page.
View Credit History Report: This is a report of all the previous Credit Pulls that have happened in the past in EZ Process Pro. This button will always be present on the "Application Information" page.