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Deposit application page

The deposit application page displays the deposit application details and is linked to the deposit offer.

You can open the deposit application via the Deposits or Persons modules:

  1. Deposits > Search > Applications.

  2. Find the application in question.

  3. Click the Application number to open the deposit application details.

  1. Persons > Search.

  2. Find the person that has a deposit application.

  3. the Identification number to assess the person details page.

  4. From the content menu choose Deposits > Deposit applications

.
  • Click the Application number to access the deposit application details.

  • Deposit application

    Deposit application flow

    The following diagram shows the overview of the deposit application flow:

    Once the deposit application is accepted, the Tuum system automatically creates a related deposit offer.

    Deposit application management

    There are two possible scenarios of how you can manage the deposit applications via Tuum.

    Deposit applications with Tuum
    Deposit applications with 3rd party

    Create deposit application

    The BackOffice interface has limited capabilities to manage the deposit application process. Therefore, you can create a new deposit application using the .

    Before creating a new loan application, make sure that:

    • The deposit product is activated for the tenant.

    • The deposit person has a person record with Tuum.

    Search deposit applications

    There are two ways of how you can search deposit applications:

    There are two options for searching deposit applications:

    • starting with the or

    • the .

    Search deposit applications via deposits module

    1. Deposits > Search > Applications.

    2. Enter the search parameters > Search or just click Search to view the full list of deposit applications.

    1. Click Application number to access the deposit application details.

    Search person deposit application

    You can also search deposit applications created for a particular person:

    1. Persons > Search.

    2. Click the Identification number to assess the person details page.

    3. From the content menu choose Deposits > Deposit applications.

    4. Click the Application number to access the deposit application information.

    The deposit person has a current account with Tuum for servicing the deposit.

    The process starts with the deposit application. To proceed, create a new deposit application via Tuum.

    If your company processes the deposit application with a different solution than Tuum, you can skip this step and start with the deposit offer.

    Deposit application API
    deposit application search
    person search