Overview

An Accountant is an example of a Related Company. A Related Company is a company which is NOT an applicant to the loan.

Other examples of Related Party are Solicitor, Employer and Business. There are many different places within Loanapp where a Related Company may be added.

Step-by-Step Instructions

Step 1

This example is adding an Accountant under Person Applicant for Borrower Bob Smith.
(You can also enter a Solicitor under a Company Applicant in the same way)

Step 2

You can enter an Accountant by either:

selecting a previously entered Accountant by selecting options from the Drop Down menu;

select the Add Data button (+sign) to add new Accountant details.

Step 3

For this example, using the Add Data button, select Related Company.

Step 4

You will be presented with an Related Company, Accountant pop up box.

Notice the Magnifying Glass icon?

The Magnifying Glass appears wherever the application employs a web-service call to search for data to input into the application.

This example allows for a web-service call to the ABN Lookup (maintained by the Australian Business Register) to access data about company names and ABNs. Once you find the correct company from the web-service call, this information is inserted directly into the application.

Step 5

Click on the Magnifying Glass icon to search for the Company Name.

You will be presented with an additional popup called Company Search.

Type in the Company Name and click the Magnifying Glass icon.

Choose the correct company and click Select.

Step 6

You will be taken back to the Related Company Accountant popup and you will see that the Company Name has been successfully populated.

The relevant ABN and ACN details are auto-populated from the ABN Lookup web-service search and are displayed in locked fields.

You can now continue to complete the rest of the fields.

To add the Address and Contact Person, click on the Add Data icons.

Once you have completed the information, click OK.

The popup will close and you will see your Related Company in the appropriate field.

Step 7

Once all mandatory fields have been entered successfully, you will get a Green Thumbs up (top right corner).

Once you have completed all the fields, click OK.

Step 8

You are now taken back to the Person Applicant page.

You will see your Accountant Related Company has been successfully entered.

The Green Thumbs up, in the top right hand corner, indicates that all mandatory fields have been entered successfully.