Page Comparison

1. Access References/Guarantors screen

From the applicant Relationships panel:

• Click
  

• Select References / Guarantors

2. Search for & add reference and/or guarantor

From the References/Guarantors screen:

• In the References or Guarantors panels, double-click Add

  

• Use the filter options on the left to search for the required contact - e.g. type Surname and press enter
  When adding reference details, a Companies option is available (top left)

  

• When found, double-click (or, if not found, click Add top left)
  

• If adding a guarantor, see step 3

• If adding a reference, see step 4

3. Guarantor details & status

Contact/company details are shown in the Guarantor screen

• Change Status
  Default is set to Not applied for

  • Click Send letter and select the relevant template

  • Status is then changed to Reference has been applied for

  • When received, change to Reference received
    

• Click Save & close screen
  
  The selected name is shown on the References/Guarantors screen

4. Reference details, type & status

Contact details are shown in the Reference screen

• Select Reference type
  Options are shown on right
  

• Click Apply for reference
  Default is set to Not applied for

  • Click Send letter and select the relevant template

  • Status is then changed to Reference has been applied for

  • When reference received, change to Reference received
    

• Click Save & close screen
  
  The selected name is shown on the References/Guarantors screen (seen in step 2), along with the reference type & current status