Credit App Upload

Quick Steps

Use this section to tell the Leap app what to do when a user sends a Credit Application(s). Note: PDF credit applications cannot be uploaded using GreenSky.

 

  1. Configure credit app sending settings.
    1. Select APIs.
    2. Enter a disclosure for your Credit Applications.
    3. Enter a password in order to password protect the Credit Application PDF files.
  2. Configure e-mail settings.
    1. Enter a From address. This is the email address the Credit Application will be sent from. Examples of this are info@yourcompany.com or noreply@yourcompany.com.
    2. Enter the Subject Line. Examples of this are "Credit Application (%customerName%)" The %customerName% placeholder will automatically print the customer’s name.
    3. Enter Recipients.
    4. Add CC and BCC Recipients.  Include any other email addresses you would like the Credit Application(s) to be sent to.
    5. Edit the Email HTML.
    6. Enter the Attachment File Name.  The default will be “%customerName% Credit Application %date%.pdf” which would output as an example “John Smith Credit Application 3/22/19.pdf”.
  3. Configure CRM settings.
    1. Marketsharp
    2. LeadPerfection
    3. Salesforce/Improveit 360
    4. JobNimbus

Credit App Sending Settings

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APIs
Use this dropdown to tell Leap where it should send the credit application. There are currently six options to choose from:
Email
Tells the app that the credit application should be emailed.
MarketSharp
Tells the app to upload the credit application to MarketSharp.
Salesforce
Tells the app to upload the credit application to Salesforce/improveit 360.
LeadPerfection
Tells the app to upload the credit application to Lead Perfection.
JobNimbus
Tells the app to upload the credit application to JobNimbus.
Webhook
Tells the app to upload the credit application via a Webhook.
Disclosure
Create a disclosure to inform customers that they must sign the credit application before the user can submit it.
Password
The password that will protect all PDF credit applications sent/uploaded.

Email

Use this section to define the default settings when emailing credit applications. For this section to appear, you must select the Email API option from the Default section. You can populate any field with a placeholder that tells Leap to fill that field with specific information held inside of the app, such as a client email address or phone number. See Placeholders for a list of placeholders you may use.

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From
The address from which you want all credit applications emailed.
Subject Line
The subject line you want for all your credit applications emails to use.
Recipients
Email addresses to which you want all credit applications sent.
CC Recipients
Email addresses to which you want all credit applications emails carbon copied.
BCC Recipients
Email addresses to which you want all credit applications emails blind carbon copied.
Email HTML
The HTML body of all emails sent from the credit applications section of the app. Your website designer should be able to create one of these documents or you can use a free online HTML text editor to generate your email template.
Preview
Allows you to preview the Email HTML as the customer would see it.
Attachment File Name
The name of the PDF attachment sent with the email.
 

CRM Integrations for Credit Applications

Leap has CRM integrations with Marketsharp, LeadPerfection, Salesforce’s ImproveIt 360 and JobNimbus. Use this section to define the defaults used when uploading credit applications to any of these CRMs.

Marketsharp

Filename
The name of the PDF attachment sent to Marketsharp.
Backup Recipients
In the event a credit application fails to upload to MarketSharp, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to MarketSharp, as well as the customer information and a brief description of why it failed to upload.

Salesforce or Improveit 360

Filename
The name of the PDF attachment sent to Salesforce.
Backup Recipients
In the event a credit application fails to upload to Salesforce, the app will send an email to all email addresses listed in “Backup Recipients.” This email will include the attachment that failed to upload to Salesforce, as well as the customer information and a brief description of why it failed to upload.

LeadPerfection

Filename
The name of the PDF attachment sent to LeadPerfection.
File Description
The description of the PDF attachment sent to LeadPerfection.
Backup Recipients
In the event a credit application fails to upload to LeadPerfection, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to LeadPerfection, as well as the customer information and a brief description of why it failed to upload.

JobNimbus

Filename
The name of the PDF attachment sent to JobNimbus.
File Description
The description of the PDF attachment sent to JobNimbus.
Backup Recipients
In the event a credit applications fails to upload to JobNimbus, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to JobNimbus, as well as the customer information and a brief description of why it failed to upload.