Customer Profile Fields Setup

The lender can decide what data fields you want to require or remove. To customize your borrower profile field, go to Admin > Dashboard > Administrative Functions > Customer Profile Fields Setup.

Customer Profile Field Setup

Field Name	Field Label	Active	Required
FIRST NAME
LAST NAME
MIDDLE INITIAL
SSN
DATE OF BIRTH (MM/DD/YYYY)
GENDER
ADVERTISING TYPE
DRIVERS LIC. #
DRIVERS LIC. STATE
RACE
HEIGHT
CREDIT LIMIT ($0 = NO LIMIT)
PAYMENT METHOD
STREET ADDRESS
CITY
STATE
ZIP CODE
LIVED HERE SINCE (MM/YYYY)
RENTER
LANDLORD NAME
HOME PHONE
CELL PHONE
COURTESY PHONE
EMAIL
TEXTING PREFERENCE
MARKETING TEXTS
DO NOT SOLICIT
BANK NAME
BANK PHONE
ACCOUNT #
ABA ROUTING #
ACCOUNT TYPE
BLOCK ACH
EMPLOYER NAME
EMPLOYER STREET ADDRESS
EMPLOYER CITY
EMPLOYER STATE
EMPLOYER ZIP CODE
NET PAY
PAY FREQUENCY
PAY DAY
DIRECT DEPOSIT
WORKED HERE SINCE (MM/YYYY)
NEXT PAYDAY
POSITION
WORK PHONE
WORK EXT.
SUPERVISOR
SUPERVISOR PHONE
HR PHONE
EMPLOYMENT TYPE
REFERENCE 1
REFERENCE 2
REFERENCE 3
REFERENCE 1 PHONE
REFERENCE 2 PHONE
REFERENCE 3 PHONE
COMMENTS
CUSTOM FIELD 1
CUSTOM FIELD 2
INST #.
REFERENCE 1 RELATIONSHIP
REFERENCE 2 RELATIONSHIP
REFERENCE 3 RELATIONSHIP

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Knowledge Base

Customer Profile Fields Setup

Customer Profile Field Setup

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Knowledge Base

Customer Profile Field Setup

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