Some plans may have a limit on the number of entriesThe Credit Applications section allows you to add and edit generic and partner credit applications. SalesPro currently integrates with Greensky, Service Finance, Fortiva, Foundation Finance, Dividend, EnerBank USA, Mosaic, and Sunlight Financial. For other lenders, a generic credit application can still be filled out and submitted through the SalesPro app, however the credit application would need to be processed outside of SalesPro.
Adding a Partner Credit App
- To add a partner credit application click the button.
- Select the Partner you’d like to add.
- SalesPro will automatically assign the credit application to you current office .
Adding a Generic Credit App
- To add a generic credit application click the button.
- Select From Scratch.
- SalesPro will automatically assign the credit application to the current office.
Adding a Credit App Disclosure
This is only available for Generic Credit ApplicationsHover over the Generic Credit Application and select the Pencil Icon. Select File and Disclosure This allows you to edit the disclosure that is displayed at the end of the credit application.
Reorder Credit ApplicationsTo reorder credit applications simply drag and drop in the order they should appear then click the button.
Application PipelineThe Application Pipeline displays at the bottom of the iPad application in the Credit Application section. Tapping into this area will display a list of submitted credit applications. These applications are color coded green, yellow, and red. Green means the application has been accepted by the lender, yellow means the application is still pending and red means the application has been declined.
This article is for Dashboard 3.0. Click here to view the help article for version 2.9.