The Finance Shop - User Guide

What is the Finance Shop?

The Finance Shop (TFS) provides finance and leasing brokers with a comprehensive finance application management solution. TFS provides all the key features required to manage clients and their finance applications. From initial quote to the completion of the application, TFS supports the management of all stages of the application work flow. Additionally, TFS manages the quotes for a prospective client, turning quotes into applications and prospects into clients with no further data entry required.

Who should use this Guide?

This guide is specifically written for users of TFS. As this version of TFS includes many new features, it is advised that all users, new and old, should refer to this guide for basic procedures.

Obtaining Technical Support

TFS includes online and printed documentation to enable users to work independently with this product. However, should there be a technical problem that cannot be solved using the tools provided, please contact TFS Support. Only registered users may obtain technical support.