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1
NAB.033.001.1920
T edTica Support ..
Aboo.t: Record ..
To check the Siebel Version , click: Help > About SRF
Check the Date is correct - Note that the date Is in the format MM/DDIYY
About RepOSItory flte EJ Veuion
lru.naI verci:ln:
Tools verci:ln:
16.2.1 .n[503t IENU
P8. tQ Q1G1
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2
NAB.033.001.1921
Navigation: Siebel is Split into: Screens 1/ Views Applets Fields The standard method of noting 'where' something is in Siebel is: Screen > View > Applet > Field IE: Applications > Products > Product Detail> Current Facility Details> Limit
3
NAB.033.001.1922
14/07/03
19/0'1/03
06(01103
07/01103
01101103
07101103
01101103
0710110' 01101103
07101103
01101103
19/0'1/03
0110'10'
0:!/0'l03
0:!/0~/03
0<'09103
.. lu.,.o",.
• 'QQ"'O"Qlf",9I~ • nU"K'O"P)f",OU
nU"?f'O·tp'WUl
"''''I 30'" 'O!!Q) W9I, 1I111I.w.
"OK (."0' 1£19"
• nn," (0I'P) W 2" nn... P"2"fI 'O"P) ==-PPQ!!fI 'PP" iAI'O' 1£1 Qtl ~
P!QIfCI "9" 'O"P) fC, '91 ==-P"2"fI llK ""P) fC!PH ==-
In .. , Hotn.
S ln[~
~.
HO"UIOI
HO .. UrO(
HO"UIOI
Mo. l.<>on
Mo. l.<>on
Mo. l.<>on
Mo. l.<> on
Mo. l.<>on
I·",·, ..01 OVEIlOI\NT.I'I.U..!-l
p,~SO""" ~o ..... · • HOM( LO ..... ·~S(·
P.IlS0 ...... LO ..... ·" HOM. LO ..... · . MPL<
HOM. LONHIflII S
HOM( LO ..... ·~S(·
c ..... O·HAI VELOCr
4
NAB.033.001.1923
There are many different types of Fields that can appear in Applets. These include:
' Freetext
Shared Notes
I Cr •• ted 1 Mot. Typt l Hote
18/03/2013 I .m .a FREETEXT Fie ld ) H137918 Not.
App ChOtnnel Jlnternet
' Drop List I Picklist
' Ellipsis Objective
·Tickbox
r.=---
; NAB Brok@r Personal Sanking Pri ... ate Banking Retail Busine ss
5
NAB.033.001.1924
• " oX. iQ e. .
Opp.""n'"
""'9 <:h.Mel
<:·"'.·'9n
0 ... of II .... lflO119IC
o.t. ", ••• d to
Cun.n. "<Id, ... 0::::-:::-..:;;::::-:~oOld.nti" ••• tu·1
phono o ... ". I".=m'---::.... nd lo,d " • ..,0 '1-----::
l .ndl.,d • r------,
~SlEflELCR.MIESI
P, ...... M.me 0', ,., S ••••
, ...... ••• _d.
S ...... K.me cou""" 1 .010. TIm •• ,"<Id,
''''0 1 ••• , H.",.
6
NAB.033.001.1925
X ,4
I Toll. I L ... M.m. I"'dd'. M.m. I So,,,od .. ,dd'. ".m. --- - ~ , ... :h ,t ... ?
,~,- i C CW<wnoo . : 849179997
"""
O " GH'JKLMMOPQR S TUVWXYZ '
C.n<o ' AVSnu.C '0
Add .... T Ph"o. 0"''''1
H"",. "n.;' So,,,od ... """''',.
C.no.O>\".rifI.d~
2. Enter the Customer Number and click Find
ill ....
7
NAB.033.001.1926
1 .. , .. Ha",4
SI£aiL
It [) It?
I .. ,ddla Ham.
""
IC DifaH1JKL"HOPQ~ ' TUVWXYZ '
I h«>nd .. ,ddl. Ham.
~""
Item: lofl
l un~ Ip"'P ...... H .
suln .2'
C~.tom., . ~'~'~"~"~";;~: I "ana9_d •• "ari. "arinl.~. _
C~,to",., T.p. IC~'tom.,
8
NAB.033.001.1927
E<tt_~Go().lotyRO!I(Wts~
X I~ ~I .I PP
Tlnad> ,,"*,abon:
" .. dua
"".untMymh' J
0..;"';0 1 Cu".n, hl.no< j
.. ,,; .. C .... I
" [) It?
[II..wI.,. C"".nt F.dI!ti!!! I M<><i"" I " ,"",unt " umb • • lasa " umb.. I ~
L ... H. m. Jyd~.m.nt. I > =
I ~ .. "ud
."' •• d' .......... ount l
.n Ou."... 1 ",;t In«Ou",... I ~::du .. " ... .. .. I ""odu .. " ....... 'dj
• In~ Onl, r h~.d
IomoD., • C"vdo.n
I M'dd l. M.m.
1. Enter the App Type , App Channel , Application Form Held and Objective, then : 2. Click the Toggle Button
Id
• m"'.
9
NAB.033.001.1928
__ GoO<wY~
~ ~, p p
Oppo .. unity
compo'9n ]
"'::~-':tdF ObJ.ctl,· ILo. - ConA ...... dr
P'OdU"'~ loonCo'.' ",."'.m'"
U ... ,. Modof,,,",eou,,,
Cu"on' hlo n," Koop Aceoy'" r Expl .. Dot.
ooolFool .. , ,"",ounl l
.n PUO'Po" t m~ [n.,. Pu",.,. I
-;:;:dY,",/ "10k., I .... odYc.'{ "<'O~., ldj
1. Ensure : Phone, Employment, Judgements, # of Dependants and 2x Status are completed. NB: Judgements & Status to be set to 'N'. 2. Click the Retrieve Current Facilities Button
10
NAB.033.001.1929
X ~4~~I PPUU
fu_~
'""" Typ. Ho . Lo on
In''h<o, I Uld 70 15Ut02
fI .... 0mO i""OR Opp~""n'"
CAAO ..... <;1fT GOU> VI .....
CAAO ..... <;1fT p ..... TIHUM O"'lv~TE VI .....
CAAO ..... <;If. P ..... TlHUM VI .....
CAAO ..... QfT STO MAST'~C""'D""O PACIW3ES
cAAO· ..... STERCAAO • LOw 'U
CAAO· ...... TERCAJ\O GOlI>
CAAO·V£LOCITY ..... OOlI>·cOHSOI.IO~TEO
cAAO·V£LOCITY ..... ST ..... OAAO·COMSOLIOATEO
cAAO·Ul ..... OOU>
CAAD·U,IJI. P IHK"LOw ..... n CAAO·Ul ..... ·LOW ~ATE
Oo"on.1 L.ndin9
P.""".I C.,d.
p.""".1 c.,d. ~, O.,.on.1 c.,d. . " Po .. "".1 C.,d •
"" p.""".1 C.,d.
"" P.""".I c.,d. p ... on.1 c.,d.
~, p."on.1 c.,d. . " P.""".I C.,d •
p.""".1 c.,d. ~, O.,.on.1 C.,d. . " P.""".I c.,d • ~, p.""".1 c.,d. ~, P.,.on.1 C.,d.
Click the 'Add Product' Button, then select the Product from the pop up picklist. NB: You can either scroll down the list or use the search fields and find button at the top
11
NAB.033.001.1930
" D ~'l
""0 TYPo IH.w Lu~
In",to, l UI" , .. 513102
OQQo"u~""
"". ch~~~.1 p."o~~1 h n k"';
Com.o.~
,,::~~:~r 01»0<\1,° 11.00 - Confl""od r
••• C_ .... F_._ I M04,ry 1"",0"'" Humb., I"u "umb., 1...:.1
IZilllllli OUO., -.J ~ 0830"
10",4u" ) ,HOM. LO ..... · ... S.·V.ItATi
'o, ... ubl. Ch.~g ••
S.otu.~ cOMm ..... r--=-
£ £
'''''"1"'' '''''''''''''' .,,, .... r l :ii~~~'~"~M!'~'!"!"";'~§j~~ p.riod
::: ::~: I""''''' ::: I ";:: ::::: r ,'.Odu, .. ' .",k., ~~:~~:~d _$om. Do. H
L __ .. C._'"_._ .. -'-_____________ -' In .... du,.,' I",k.", •• dow~
Enter the Amount, Purpose, Introducer IN/A) and any product requirements if applicable' • Eg - Fixed Rate or Interest Only Period.
12
NAB.033.001.1931
.. ...,p TV" " 0 ...... n
LO""O"" jriST FIn' Homo I,rull.
M,n'90d" p •• on w .b ••• ,
""·"...,·r··n
clo •• D~.
1 so",,''',, n ... b ... ! eo",,,,, TV.'
) 0/ liT OVM ....... O . o UllO- OWH Dec
~=::":':'~='~~ .... , 0<1 ... C"".umo, '..,duc" Il'~:"!':; I .-II .u.'n,,, '.oduct. 1l.1.1"~ On eo",,,,,, j
T .... I L.oon, hi,,"" on S."' .... ;-- -. • • =.O.~=.~=-To .. r M • .!.., v.luo .f So"" ..... t--,." .. ".CO.~"'~;01
To •• 1 Un. "oluo .f eo"" .... , rl-'."";;'Co.~oo:;.~;;;1' T .... I hn. II.luo (1l.li.d Upon) rl- • • " .. ;;,O.~=.~,,",I
H" SO<Y"", Ionk vOluo j
'-"', LV"- (;~~~:n~'~::;;; r 19. 2." Londm. C .......
View. Select the applicable
I I Cu""",o,.
_ ) " 917 9811 I L"'"''''' n n
I"' .. ' ", .... SIUI L
! " ..... Hold
NO< .. old
j
VIc " '" "old
I Ty.o ) £pD' mer g ' .. _ 5, P00rt,.
Is .... ""
SsM mtr 9'tt."'o"" p9' !'90
Hold
I Cha, ••• ----rT
Is .... ! O"cri.~.n .=.1 <U s i, b. 1 h.t ~-.J Un 'u ... ... d
then click the link button
13
NAB.033.001.1932
Ectt _ S<r-.. Go Quory RoporI. ~
~ .1 PP . ~ 10ft .
[nitio'o, aUld j 0000 ..... " ...
,""p<:honno l
Toto' h"o, V"u' of Socu""o. ;--""";;'"'~""~"' Totol "nO. Voluo ( ~ .[;od Upon) rl-,.",,;;,".~,,".~;;;1'
.... SO"",'" tonk vOluoTI-'""""""
LM' L\IIt ('nd. ""'"u"''' 'o"d'n9 onl,)
LMI,"".II"b l.
I <:u"oma,.
, " '179811
I L ... Ho mo
~"
" .. bol.
.".bp'" '[lIbpl.
E[ubp,,'
Is •••• "" "" "" '"
Is .... ~,
, <pO' ro'l qtu " . ppM,d
%0' [M'[ 9',,"9'""0' pO' "PO eRn> T'I G ... _g,""., Po' bnD
I "' .. ' Homa
SIU!L j
! S ...... ::J Hald
Hot H.ld
Hot H.ld
Hold
~ ,.,
I <:b.,~ •• j
1St ... "" ~,
~
! O •• "'.~on ...!l <lJ 11 • • 01 TO" ~.J un.uooo .. od
field (use Owner Occupied)
14
NAB.033.001.1933
... pp •
l .. t ".m4 ~f'~';',,:::;;:::::::-~ l~".to, oU ld lHl~n,02 "''' Momo ~lntL OOOOM" '" J
Mono90d., p ..... w.b..... _ ""0 chonn.1 1°."000' h"k",~ • ""0 $0 ..... 100." I c om O"9 ft I . CkI,. D.. . Obj.", •• J..... - Confi""od l
Cl 1 Lu'Homo I M,ddl. Momo
> nn ""
Prim ... 1 • ..,du<t Cod. ! .... du<' l e •• nlFo""" _.u I Loo" Qu..... I Lo< ..... n '" ""'OM HOM. LO ..... • .... SO·v.AAn tlO,OOO,(IO Hm Qu .... . b· <>It\ bu.(llou ••
IMI.' R.o. R ... y"""'
e blO ~ •••• m.n'J In;"ol Ria
view. NABCalc will calculate the
15
NAB.033.001.1934
l •• 'M""'· e ST .. "'Hom· frU11.
"".T ••• N •• I. ... n
- I 'n:::::.:~~ 74.mt02 I C~.'<>mo,. ) "91791.,
I ~ .. 'M.",. n n
"'.n.Qod., p •• on w ob. ,.,
"". SUW· IO •• n
- "". ch.nn. ' 1.0" .... ' h nk'n9 I Co",.olOo _ I c, •• o D ... J I Ob,o<ti •• I..... - Confi""od r
'~mo", I .'od~" Cod. I .~d~" I ",o"'.od '", _.~ 1"'00 •• "'... 1"'<";00 II' u+o'" >+0"" 1.0MO·tAS.·V.,.,.,Tt , t o.ooo.oo ~m •• , .. t.b· .Ih b.o(ho~ ..
...... "''''000 •• ,000" ...... "'."' ..... ,.",,, It', .0., d ..... f "',. to .,000" .,., ",.tomo" n •• nh •• d G.o",."o , m.n,"
I .. ", H.",o
S ,n!~
w~1 .,~ b. ott.rin ....... '"."" • ••• "". w,1I .,~ b •• If.rin ....... 'hn.,."n.~,.n' 1 ••
j
fl .... o 10, no' off.rin ....... '"0,.. •••• "".,,,:1---"'--7' fl .... n f., no' off."" ....... Gon.,.' 'n'~'.nQO~-.L--~1 I. ..... d_d bTt::==:"'~'::"~"~
comm.n. , j·
1 T •• o I ...... "'''' .... C·'·o°"'
Go to the Insurance view. Enter 'Yes' for both Insurance
I. ..... d ... d b1.l-I--~"~"~"",_f8 , comm.n .. l-I -----=-
16
NAB.033.001.1935
Prim ... 1 P",dud CGd. 1 P",dud I lG.""'Ojity ........ u I l.on Pu.p... I '-"cati." '" .... OM HOME ~O""'·lAU·v.AATI "0,000,00 Hm ~u. E ... b· ott. bu.(Mu, •
. . .. c .l,
1 0.,. I "',.un, "umb., I ,""Oun, O""'ptlon
17
NAB.033.001.1936
~ Fee5Caic (v4 .95 O.3) [Products] ~©~
Base Home LoM - VOJioble Rate
loanAmco.r.t Ilinit lnaease
Base Home loan Vaoiable Rate
~ s......F~dotatoSiebell
®>~
1. Click the 'Next' button till you reach the last TAB 2. Close Feescalc. 3. Select OK when the pop-up appears to Save the data back to Siebel
18
NAB.033.001.1937
_5<r--"(ioQuor'/Roport,~
X 14 ~ ~ I P P ,I l (Q Ill ...., • n.e.oo:l<~
rJ 1 ..... Ha"'a 1 ~,,,. Ham4 1 M,ddl4 Ham4
p'o ..... H.m · · · · PO 10 ' I
,~ ,---""'1 ,,-) r ----:,.
po.t<odof----, COY"", I
Tlm.o.""d,
p,o.,OY' Em.lo. m.n. (.nt .. ~ c..mont < 3 .,.)
"0"" 1 ,;::::,,,,,",,,;oo,.-"'"":"'-~ O«\JpMlon .... bOy,.,.f~a - Job T"<tIai----'EmPIO •• , P~on • • ,..----.
Job T"<tIa rUll~ Em. lo •• , Homa Tlm.o. Emp
Go to the Applicant view. Complete details for all marked fields.
19
NAB.033.001.1938
~ ~, PPUU
IS, OO
10 ,00
I S2I.005, 00
Opport~"""
,"",p ~h.MO'
,.. D 't?
1 0.00 TI l T ... t o.oO Tl ITx~
" ....... ~ ...... "'~-. I 0... I Fo" ...
) 1010312013 101.
to. oo t O,OO
0.1 ... ~ .... ool
N • • "" .... 1 .... 00 ... 0.1"'"9 U.b>;ty. '"'" •• p.'m ........ mo ..... " b~dO.L
1",,, .. 1 ""'W
1. Go to Financial Position View and complete the following applets 2. Assets : Add a Property for $500K and tick the 'Principal Home' checkbox. Add a $3K Account 3. liabilities: Add 'New Loan ' - leave all details blank
20
NAB.033.001.1939
., JJ JJ t~ U
,"",p ChaMa'
Ca",p"Qn
Ob).", ••
Go to Monthly Budget View and complete the following applets Income Sources: Add a Salary record for at least $9000 I month (Net). Loan Repayments: Add a value into the 'Monthly Post Loan' field
4. Other Expenses: Add 'All Other' with a Pre & Post amount of $1400/month
21
NAB.033.001.1940
tctt~:;u--.....,~&oPort'~
X 14 ~ ~I P P ,I n.~~
"' ... N_",e l,nul -.del, ... 1100 .0u~0<.! IT
"0"9_eI ty p ..... w.b ... , • ....P T,pe IN •• I.o.~
P'Od~d :HO"( LO""·aA$(· _
C.mp"9~ 1 .... QAmt I UO,OOO.oo I
......... . ..... n. PO""Or"-----<,,,,co.oo;;"l
view. Ensure there is a
,~itI.to.auld 74,SUt02 D. d"on """O""'"E3 c ..... d~·~·::'"=·='=1 ..... _~. OP'~
Clo •• D ...
' .... o~ l • -.pt-) ~
D'''r-'au,~
u.b'htio •. _o"~' O"e"'------""0.00;;'1 "om. Loo~. (p""dp.1 r------""o.oo;;i
p.,,:~,d::: r------"" ... ooo<'i C .. eI~ C"eI'~:::::~"g.oo~ $0.00
Oth., D.bO. 10.00
TO •• I UobOliti •• r-----""o.oo;;1
Post loan ' useable funds' amount.
22
NAB.033.001.1941
tctt~ :;u--.....,~&oPort'~
X 14 ~ ~I P P ,I n.~ ~
",." N_",e l,n ul -.del, . .. 1100 .OU~O<.! IT
Monag_eI ty p ..... w. b ... ,
• ....P T,pe IN •• I.o.~ P'Od~d :HOM( LO""·aA$(· _
C.mp··g~ 1
.... Q Amt "0.000.00
Outl ...
C ·"<o/co"l Sto>ooo.oo ::> L.901 r ••• ' 0.00
S'.mp 0 ..... , 0.00
"~kF.u l t OOO.OO
oo./Othe·1 ' 0.00
I~,~,.~<. ' 0.00
To •• 'OutI., "0.600.00
,~itI.to.auld 74,SUt02
C ..... d~·~·::'"=·='=1 ..... _~. OP'~
Clo •• D ...
"""O""'"E3 D. d "on
1 .... o~ l • -.pt-) ~
D'''r-'aul~
Sa.,n9.i'-----.. ,,".~-,C.~,;,·
Oth •• F~~d.I'_-----" .. C. ~., Su'plu. F~~d''r-----".,c. .• "o,''~.-i
o~ptr------"'O"~i1 Totol."'.'eI. d,-----'."'~=~"
Go to the Funds Table view. Enter the 'Price/Cost' as the amount of the Joan.
23
NAB.033.001.1942
tctt~S<r--"""~RoPort'~
~ ~I ppuu l!Qlfl ·
Cort Mom. ~I"~';',,:::;;:::::::-~ "o •• -•• ~~.~~~ 'mnlO2 "''It Momo ~'ntL ",y",,,,
Mon09·d., p ..... w.b..... ""p Ch.nn.1 l~o"OftOI hftk",~
""P SO ..... Opon Compo'9n I CkI •• Do. o Objo"' • • I.... - Conf;""od l
1 .... °"".0.."0. ' ~.od"" 9 ....... Uobil~, ,"",o"n.1 P ....... Uob." •• ""';019 ....... hp ... 00"
) tl~ StU!C ns- ,.OM! CO",,·U,S!-V.' '0.00 to,OO
Tot." '0, 00
Go to the DFAS view_ Click the Create/Refresh button
PG.' Coon ""pHod U ...... I -IIQ.OOO.OO
UO,OOO.OO
24
NAB.033.001.1943
tctt~:;u--.....,~&oPort'~
X 14 ~ ~I P P ,I n.~~
""" "a"'. 1.lIlfC M.O'9.d •• p •• "" w.b .....
~~ s....,· lo~.~
CkI •• D • • • I
.. ~d I~, ~p,~,.1
l ... Uod ••• d L .. , Uod ••• d h
r--7" r--~
.~M., c.mtn.",.~r----,..,j
1 " ......... o.D ...
com""""1 DC"LJm~ 1 uo~:d'~~:~ 1
Go to the Assessment view. Click the Initial Assess button - click Yes to Pop Up
25
NAB.033.001.1944
.... 'H. ma IT
";, .. Hom. r 1U1L
MO"'9.d h po.O" w.b .... ,",,9 I;tMu. )OP,"
clo •• D"'J
It D lit?
'""' ..... u,d ""13102
OpP ....... " ....
I;,.,.:, .•.•• <." •• } ; ... ,: ,... '=::. ~ ~ ; O~i. ' o"niti.'''''.''
~===:;J ·t·~,,~ .. ~~~,~·~ .. ~, ~ L ... UOd ... d ..... U.d,"d'~
Comm.n ..
a I .... , H.ma I .... , H.m. I M,ddl. H.m •
> Il.U C .. M
.un....... .. .... , ... I ....... m .... 0... I M •• Um~ Off.,. V.ri/; .. ~O".
,:l/P:I/.013 . ,3. ,,. ... 1., to ..... 0" ....
.:l/P:I/.013 .,3',," ... 1., '" ..... 0" •...
.... 'U.d ... d l
D",,'on ...,p.., •• d C.n:I )
<'··""1
c 1 .... ' U.d., .d '~1
• .. .... n
...,P<o •• d.o,mou"' 1
DC" Urn_ I lM' :d':~:~ )
26
NAB.033.001.1945
tctt~S<r--"""~RoPort'~
X l4 ~~I PP
n._~
lu' ~.m'1"n ~p T,p' i~" lun
""" Hom. ',,;;; .. ",,;---~, ~p s ....... '0" .. 0.,----1 Opon D"' I'510312013 " ,' 9,07 i ~:~:~ r.1·· .. "~""'"'~·OC ••• .-C
~p chonn.1 J .. "on., .... k,n9
Prim ... 1 P..,du<t Cod.
• ~O"
M.n'Q.d " po.on w.b .... ,
1 P .. du<t
HOM. lO ..... • .... SO·v.AAn
Is •••• ."
I .... j
£
I Cy,tom., 0
) 849"9887
I $oeu,~, T,p.
> h ... !,nb"pm,>
BIII~ICUIP,;'>
"",d.nb'l pm,> .. ,,4,nOIPm,>
ill
[ Cho,go T,po
) Hom. Mo..., •••
ill
I T,p'
Il •.• ~.m. ....
· .,uh91d · flllh91~ · .,uhnl~ · f,nh914
I ~· ~,
"' " .
Is .... ."
C ...... IIoo.
990'I'ml< "," • 11'9991,4
I "''''~.m. SIUIl
MOO ""d ~oo H.ld " old
[ Ch.,g ••
[s ...... • ..,po .. d
j
:J
£
j
99n",m .. @n.Goo"·IPo,··n
~
I ~·
"' "' "' "'
Pond;n. stomp'
990'1 ml< ","·9'0,,'1 PM UO • ..,po .. d
• ..,po .. d £
view, Ensure the 'New?' field in the Linked applet is set to 'N'
27
NAB.033.001.1946
,.. >: I' • " .l1Q 8 -
~ ... on ",,,No"'o . ,nIL
Md .... . 00 eo"" .. ST
,""" T,,,o IN • • Lo_ 'n;,;ato, .Uld~~"~"~'~"~'~ p'Od~d: i .. O!otf Lo""· ..... sl· C .... d . "OtnoU
CompO<9n I Ap. _U, O p o n
"'Q ........ ) *,0.000.00 • C' ••• o ...
! P",dud: Cod. I "",du" I ~.q" .... d _ou"'l Lo .. ~on ) LHO M HO ... LO"'" -• ...s.-V, ,.,.,TI too,aoo,GO E· .. ·'~~-.. ·' j ,"0.000.0
I Compl ••• d I~
Go to the Account Services view. Enter the Accepted Amount, Set the Decision to Accept then click the Right hand Magnifying Glass
28
NAB.033.001.1947
Edt _ Scr_ Go Qow'I Rop;rl. ~
X ~4·~ P P UU
.U'I.
l . .. ".m. rE'~'~·~:~:~ An' •• m. ~'nEl Add , ... jlOO .OURK[; ST
", .noQ.d .o po •• n w.b ••• ,
Op.n "'<OOynt
I .'oduel Cod. I P'odu" I .... .,u ..... ",",0_1 Ace •• tod Amountl ",CIoPS Rei. I Loco""n ) UlO,. HO,. , lOM- US' -V.""'" . ' 0,000. 00 . ' 0,000.00
loon to b. p.'. out
Lo.n Oy,po ..
'" ' •• mptlon DI.bun.m. nt
D,,.,, D.b~ ~'"y." Spod., Condition.
) 510n .tHom.
)
S,on .. Homo p
...... o n Cod. Ion~., Dod.lon
Sond To,.--------.,
'Create Services' button then set all the services to 'Complete (refer also next
29
NAB.033.001.1948
- co""ol~~~ 083047
10"owlnQ Loan Spl~ Loan ",,",oun~ 1 teO,OOO.OO I
HOu.ln9"""'oun' i--------'---d
"'O"'""O'_'"O'li--l-======~ ---+1 S.,onda .. Loa" Pu.po ••
1 •
SIQna'HOma~
1I. ... on codaj
hnd TO.!~--=====:::::~ hndTo I
The above 3 applets are examples of how to complete the 'Account Services'. Note: The number and type of Account Services is dependant upon the Product chosen
30
NAB.033.001.1949
tcJl :tIOw :ro-..... !iO ~ 8.0W't. IiOt>
X 14 ~ ~I PPUU ,x,fQ 8""' ·
l ... H·",· rnn
FI,,' M. "'. !SII .. l M.".Q.d ., p ..... w. b ... ,
""95 ... U.!OP." I C·"'0·'9" ! C .... D ... ! • Oloj."',. ~ Com,m.d l
.'1" ..... .,. ...... " . ... ;h / .... pIK.tio" ..... 2"
Comp''''
Com,,'''.
Com" I".
Com", ...
0' . V.""'_" .... I '00 "" Compl".
1 ..01
) 0' V.riII,ati ......... OO "', ~ ..... , ... /lo ... -"«I C, •• " Co"",,;!. '"
07. Doo.."' .... P,.po.oUO" ..... "0 ",A
01 . Doo.."' .... ..... ; •• p.riO ...... 200
0 •. [>""'''' . ... Ex ...... o" ..... 2~0
I"" lod Co"'o '." _u'" "' ..... 0 .... Co.d ond $P.elm. ...J __ to ();.do • • 1<>fo"".tiOn to th. Mation
v.lu_ .. 01 • • 0.. ..... oompl • •• d . <" .. H"" •• •
I mp'.'m .... oome"" •• ( .... 1 ' 00)
U.b;I .... ,."""".d , ..... 000)
...... <ome"".d ( .... 1 '00)
.... " •• nb.1 St ...... CO<Ifl ......... 'nd full n.", •• n' Cop'" of ori", .. . 1 • • riflcot; ... doo..m ........... h
".riII,.u." 01 "u". _" ,om" I ... . ( .... , ' 00) "9"' •• "9'"'' "'06 • • upO .... "9 •• 0..""""
Go to the Checklist view. click the IICreate Checklist" button then set the checklist stages (up to stage 5b) to 'Complete'
31
NAB.033.001.1950
X 14 ~ ~I P P . " .x. fQ f1 . " D 1+;1
-'W"'~~-'-'-r;-' ~~ Lu' N_mo j11ST ,,<>p T,P' IN •• Lo.ft 1ft ....... auld 7',5UI 02 0'''''0" F '" ., ... N_mo l.IUIL P'Od~e< :HOME LONI'~SE' C .... d ,"O:ll20U ~"'Oft COd. 1
Md .... Jloo .OU~ P<.! IT C''''P",Q" J "<>. $0...,. Op," -.pt ........
"."oQ.d hy'-''''' ..... b.... ~'Q"""" J "0.000.00 I Clo •• O ...
! p",d~" cod. ! •• "due<
) UlO .. HO .. ' 1.0,,"·1 '-5,·\1,'
) Loon to bo ... d out
Looft .~ •• o ..
~ •• E .. ",,,,,,,,,
O;.b ..... ",.",
0'"'' O.b~ ~'Q~o" l .oel04 Co"do;o",
" 9" atH"",.
! Lo,.ti""
fll .. nc .. 1 Se'Y1C8I .,~
'-V .... "'"'."'I'_~.)1 W~'nlnt £J
c:;;;::::](:::~::)~ ! Co",p •• t.d 1=1 , , , , , , , Co ............ r:r===-:=-, ,
Go to the Post Approval - Account Services view and click the "Lending Services" button. Then click 'No' then 'Yes' to the two pop up boxes that follow.
32
NAB.033.001.1951
..... l~
L'''"''''' ~~''~~~~~ "n' Homo jSlnK
""d.u. J'OO IOu~ ou; ST "'.0°904 IYP •• "" w.b .....
! P",dud Cod. I .... "ud
.. D, •• do.~ cendlng h"'eo •
"",,p T,po ,"'O. Loon rnitl.to'"Uldj'~"~'2"~"~'~ P'odud IHOM.CO"'" · ..... . - _ <: .. ~.d ' :1/03/2013
Comp"'9n I ""'. _u' O •• n
hq """I "0,000.00 CI ••• D ...
" •• ,o .. " •• ~ O'cI.'on~
-"~
) ..... 0"' HOM'LOA/O-lo<SE·v,AATE
) Lu n t o b. p.'" o ul
Lo on ."..po .. Fu " o mpti""
Oi. b"" om.'"
01'0<1 O.b~ ~ .qu."
0.00" Conditio n .
119" .,Homo
hand
Dol ... ,.._ .
, Complo'od , , , , , , , , ,
I:]
Loon to b. p., ..... C::1:::::::=-·
Glass until the ACAPS Ref # is returned (30 sees)
33
NAB.033.001.1952
I Ty.' ) HUC'is§!Imm.",'H.H!.?9C Mm
Ij
I " " ."'moM Cot. go .. ~.,
I c ....... I" ... •
IO •• CriOijon
IlA&cok lummI" R,OM
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