References
The references information includes name, relationship to the person, and contact information.
Do one of the following:
- From the Customer page, click the References tab.
OR
- From the Borrower tab on the Account page, click the References sub-tab.
To add a new reference
- Click the More icon
, and choose Add Reference.
The Edit/Select Customer pop-up window opens.
- Choose the relationship to the borrower.
- Complete identity fields, and click Continue.
You can add a new identity if you want to.