Add Feature
Income section
The Income section provides an Add feature for both the borrower and co-borrower.
Fig-14: Add borrower income
After clicks on Add borrower or co borrower income option, Users can add and edit entries for both individuals, managing primary income details such as employer name, address, position/title, start and end dates, duration in the current line of work, and various income types (e.g., base/monthly, overtime, bonus, military entitlements, other).
The "Save" button will only be displayed after all mandatory fields have been filled in.
Once successfully saved, the entered income details will appear under the Borrower/Co-borrower sub-accordion.
Other Income section
The Other Income section provides an Add feature for. Users can add and edit entries and managing additional income sources by clicking add other income.
Fig-16: Other income section
After entering details such as monthly income and income source, and clicking the save button, the entered values will be displayed under the Other Income section
Fig-17: Add Other Income
Liabilities Section
The Liabilities section enables users to manage their financial obligations. Users can add and edit entries unpaid balance and Monthly amount field
Fig-18: Liabilities section
Once successfully entered values and saved, the entered income details will appear under the Liabilities section
Fig-19 Add Liabilities
Other Liabilities Section
The Other Liabilities section allows users to add and edit additional liabilities that are not covered in the main Liabilities section
Related Articles
Delete Feature
Delete feature for various entries within the AUS Sandbox, including Asset, Other Asset, Liabilities, Other Liabilities, Income, and Other Income sections Delete Feature for Asset section When a user clicks on the delete icon for an Asset entry, a ...Rep and Warrant
The feature of Rep and Warrant conducts a comparison between the results and statuses of both DU and LPA. To see the comparison, users need to select "View" adjacent to Rep and Warrant in both the Submit Scenario and Previous Submission sections.Edit and Update LOS
The Edit and Update LOS feature allows users to synchronize loan data between DocFlow and the Loan Origination System (LOS). This functionality is specifically designed for managing validation failures, ensuring that corrections are accurately ...Loan Pipeline
The Loan Pipeline is a vital feature in the AUS Sandbox. This section displays a list of loans that are either in the 'prospect' or 'active' folder. This is where users can initiate the process of running the Desktop Underwriter (DU) or Loan Process ...Flow Rules
These rules ensure compliance and accuracy by verifying loan-related documents against predefined conditions. Each rule is assigned a status, allowing users to track and manage document validation efficiently. Key Feature: ● Displays a list of ...