Loans Nested Tab

This article describes the use and configuration needed for Loan Submission. It is organized into the following sections:

• Summary
• Adding a credit card
• Setting the credit card requirements
• Selecting the role permissions

Summary

The Loans nested tab allows you to enter a contact's credit card information. The CRM can be set up when loan information is required and offers tools to prevent users from interacting with or changing fields in the Loans nested tab.

Enabling the Loan Submission

This will enable administrators to impose restrictions on accessing this tab for roles to which it does not apply.

Go to the Admin Tab and select Roles from the Navigation Bar. After selecting the appropriate role at the top left of the page, go to the Contacts section. 

Ensure the "Loan Submissions" permission checkbox is active (see image below). Click Save to save this change to your settings.

With this enabled, Administrators can successfully assign or revoke access to the Loans tab for different roles.

Users with the permission can access the Loans tab, while users without the permission cannot see or interact with the Loans tab.

Loan Submission Process

1. From the Client Dashboard, click the Loans nested tab.
   
2. Choose the loan provider you wish to use by clicking on the appropriate button on the right side of the page. In this example, we will select LendingUSA (-).
3. Click Save Card, found at the bottom left of the page.

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Setting the credit card requirements

Requiring a contact's credit card information can be specified in Enrollment Settings, which allows you to collect the information before enrollment. The Enrollment Settings allow you to set up automatic status changes based on the enrollment process, set requirements for enrollment, and also some automation based on payment processing.

1. Click the Enrollments tab > then click Settings.

2. On the Enrollment Settings page, select the file type (debt settlement, business loans, etc.) you wish to adjust from the dropdown menu. 
   

   NOTE
   You are able to set up different enrollment settings for each file type you manage. 

3. Go to the Workflow Settings section. Select your required settings for "Require Credit Card" and/or "Require Either Bank of CC".
4. Click Save Settings.

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Selecting the role permissions

The Forth system offers tools to prevent users from interacting with or changing fields in the Loans nested tab.

NOTE
See more on this topic in our Role Assignments article. (Opens in New Window)

1. Click the Enrollments tab > then click Settings.

2. On the Enrollment Settings page, go to the Role Assignment Settings section.
   

   NOTE
   Requires user to be assigned to a contact based on user role prior to the assigned step in the enrollment process.

3. Select which role you want to enable the credit card to be triggered by and if you want it to occur before enrollment.
4. Click Save Settings in the Navigation Bar at the top of the page.

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