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Application

Application

  • The application screen, split into five groups, is used to create an application for submission to the finance broker.

  • This screen allows agents to enter applicant, contacts, goods and reference information about the application.

  • Fields marked with a red orb are required to save an application, Fields marked with an orange orb are required to submit an application.


Opening The Application Screen

  • From the top of the screen, click Application.





The five available groups include:


Procedures

Saving Application

  • From the top of the screen, click Save.The application is saved. Saved applications are available on the Home Page.


Logging Off

  • From the top of the screen, click Log Off.











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