Credit Applications

The Credit Applications section allows you to add and edit generic and partner credit applications. Leap currently integrates with Greensky, Service Finance, Fortiva, and Foundation Finance. For other lenders, a generic credit application can still be filled out and submitted through the Leap app, however the credit application would need to be processed outside of Leap.

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Adding a Partner Credit App

  1. To add a partner credit application click the Responsive image button.
  2. Select From Partner.
  3. Hover over the partner credit application and click the Copy button.
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  5. Leap will not automatically assign the credit application to an office. To do so click the Pencil Icon to edit it.
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  7. Click the File Menu and hover over Included Offices.
  8. Check off which Office(s) the credit application should be visible in.
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Adding a Credit App Disclosure

Select File and Disclosure

This allows you to edit the disclosure that is displayed at the end of the credit application.

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Adding a Generic Credit App

  1. To add a generic credit application click the Responsive image button.
  2. Select From Default.
  3. Leap will not automatically assign the credit application to an office. To do so click the Pencil Icon to edit it.
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  5. Click the File Menu and hover over Included Offices.
  6. Check off which Office(s) the credit application should be visible in.
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Reorder Credit Applications

To reorder credit applications simply drag and drop in the order they should appear then click the Responsive image button.

Application Pipeline

The 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.