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Entering Banking Details

Topic: Creating New Applications | Last Updated: 17/02/2014

This stage of the advisory asks you to enter applicant's bank details and any other previous financial history. If you're working with a Joint Application, you will also be asked to enter the Partner's banking details, in addition to those of the applicant.

Banking

In this section, you simply select the appropriate Bank from the drop-down list. If the bank is not in the list or the client is unsure, choose 'Other' and be sure to inform us about the bank that may be missing from the list. You can let our developers know by emailing support@zeavo.com.

You will also need to identify if the client has been Bankrupt Before, if anyone is pursuing Bankruptcy or if they have applied for an IVA previously. Choose the appropriate options from the drop-down lists.

If you're working with a Joint Application, you will also be asked to answer the same questions for the applicant's Partner.

Moving On...

This section takes approximately 49 seconds to complete on average according to our data. The next screen is the final screen of the advisory. As soon as you're ready click 'Next' to move on.