Customer Summary, Adding notes

The next screen here is where you can add in a joint applicant by selecting Add additional applicant. You will need to add the patient as a joint applicant if someone else is applying on their behalf. This will take you through the process again for the joint applicant. You can also select Edit if you need to amend any of the information about the customer. If you do not wish to add in another applicant select Next to continue.

Customer Summary

Add note

If there is any information you feel relevant to the application that you would like to let our underwriters know, select Add new here. This will open up a text window for you to add your notes and select Save. Select Next to continue.

Add Note