On this tab you can add organizational data, such as the agent and the loan clerk.

This information can also be used for evaluations.

On the screen for creating or changing an application, contract offer or contract, choose the Basic data tab followed by the Organization tab.

The Organization tab is divided into several parts:

1. In the Clerk Assignment section, you assign each activity type you have selected for this loan (for example, rollover or dunning) to a clerk.
2. In the section headed Other organizational data you can control whether and how the lender can create a fixed contract after the fixed period has expired. You can also assign an authorization group to the loan.
3. Under Agent data you can enter the sales region, branch office, organizational district and district in which the agent negotiated the loan or advised the borrower.
4. In the Default values for disbursem. section you can specify the house bank and bank details for the disbursement.