In the Identification panel, users are able to input the information used to identify the authorized user. This information may include Name, Account Number, Tax ID Number, Birth Date, Mother’s Maiden Name, and Credit Card Design ID. 

The Authorized Users Addresses panel is used to capture an Authorized User’s Address information. The Authorized User Addresses panel contains a grid that populates with the addresses that are provided. The grid populates with the Addresses that are provided by the core or a prior Loan Origination module application.

A toolbar is located above the Authorized Users Addresses grid that allows users perform the following actions:

Icon	Description
	Allows a user to input an authorized User address on the loan application.
	Allows a user to edit an Authorized User address that has already been entered on the loan application.
	Allows a user to remove an Authorized User address from the loan application.

Adding an Address

• The Add function allows users to manually input an authorized user’s address that was not pre-populated by the Loan Origination module or core. Clicking  within the Address toolbar opens the Authorized User Address screen in a new window.

• Enter all required address information in the corresponding fields. Be certain to complete any required fields. Once all address information has been completed, click  to retain the authorized user’s address. Click the “X” to return to the Authorized User screen.
• Saving an address does not clear the form. A user must manually clear the screen to enter another address.

If a user is adding multiple addresses, they must close the Authorized User Address screen after each save. If the screen is not closed, the new address overwrites the previously entered address.

• Once an authorized user’s address has been entered, it populates in the Authorized User Addresses grid. Once an address populates in the grid, users are able to Edit and Delete the address.

Editing an Address

• The Edit function allows users to update an address that has been provided by the user or pre-populated by the core or Loan Origination module. Clicking  within the Address toolbar opens the Authorized User Address screen in a new window. The current information is populated in the corresponding fields.
• When the Authorized User Address screen opens, update the desired field with accurate address information.
• Once all of the information has been updated, click .
• Once the information has been saved, click the “X” in the top right of the screen.

Authorized user addresses may be edited by double-clicking the desired address from the Authorized User Addresses grid.

Deleting an Address

• Navigate to the Authorized User Addresses panel.
• Highlight the address that requires editing in the Authorized User Addresses grid.
• Select  from the toolbar located above the Authorized User Addresses grid.
• Once the address has been deleted, click OK to continue processing the application.

The Authorized Users Phones panel is used to capture an authorized user’s phone number information. The Authorized Users Phones panel displays a grid that populates with the provided phone numbers.

Icon	Description
	Allows a user to input an authorized user’s phone number on the loan application.
	Allows a user to edit an authorized user’s phone number that has already been entered on the loan application.
	Allows a user to remove an authorized user’s phone number from the loan application.

Adding a Phone Number

• The Add function allows users to manually input an authorized user’s phone number that was not pre-populated by the Loan Origination module or core. Clicking  within the Authorized Users Phones toolbar opens the Authorized User Phone screen in a new window.

• Enter the required information in the corresponding fields. When finished, click  to retain the authorized user’s phone number. Click the “X” to close the Authorized User Phones screen and return to the application.
• Saving a phone number does not clear the form. A user must manually clear the screen to enter another phone number.

If a user is adding multiple phone numbers, the user must close the Authorized User Phone screen after each save. If the screen is not closed, the new phone number overwrites the previously entered phone number.

• Once an authorized user’s phone number has been entered, it populates in the Authorized Users Phones grid. Once a phone number populates in the grid, users are able to Edit and Delete the phone number.

Editing an Authorized User Phone Number

• The Edit function allows users to update a phone number that has been provided by the user or pre-populated by the core or Loan Origination module. Clicking  within the Authorized User Phones toolbar opens the Authorized User Phone screen in a new window. The current information is populated in the corresponding fields.
• When the Authorized User Phone screen opens, update the desired field with accurate phone number information.
• Once all the information has been updated, click .
• Once the information has been saved, click the “X” in the top right of the screen.

Phone numbers can be edited by double-clicking the desired phone number from the Authorized Users Phone grid.

Deleting an Authorized User Phone Number

• Navigate to the Authorized Users Phones panel.
• Highlight the phone number that is to be removed from the Authorized Users Phones grid.
• Select  from the toolbar located above the Authorized Users Phones grid.
• Once the phone number has been deleted, click OK to continue processing the application.

The editability of authorized users can be restricted according to the application’s status. For more information on  Editability, see the Administrator Guide.