Page tree
Skip to end of metadata
Go to start of metadata

To add/remove an obligation from a Form-16 pack, please follow these steps:

  1. Open the Applicant's view page.
  2. Click on the button called "Creditors Obligations" so that the system will take you to the Obligations directly.

  3. Click on the button called "Quick Include/Exclude".

  4. Include/Exclude Obligations by clicking the Included check-boxes.
    Credit Life can also be toggled per account.

  5. A new obligation can be added by clicking on the "New Creditors Obligation" button in the top right corner.

  6. Click on the "View Applicant" button at the bottom of the screen.

Note: Adding, including or excluding an Obligation will NOT update existing Budgets/Form-16 packs.

To generate a new pack reflecting the latest changes, please follow these steps:

  1. From the Applicant view - Go down to the outdated budgets by clicking on the "Budgets" button.

  2. Create a new budget by clicking on the "New Budget" button on the right.

  3. Select the appropriate options and click on "Save".

  4. You can now generate an updated Form-16 pack with your new Budget.