Using the Customer Manager

Accessing Credit Applications

To access the customer’s credit application, click on their name.

Identifying Contract Statuses

The status of the customer’s deal worksheet and contract appears directly to the right of the customer’s name.

Status Icons Legend

To view a legend of the various status icons and their meanings, click the ‘Show/Hide Legend’ button at the bottom of the page. This allows you to identify the exact status of the deal worksheet, contract, credit application(s), and eSignature(s).

To learn more about the meaning of each icon, click here to view the ‘Common Status Icons’ user guide.

Identifying Credit Application Statuses

Under the ‘Finance Source Decisions’ column you can view the finance source(s) the credit application was sent to as well as the status of the decision from that finance source.

To learn more about the meaning of each icon, click here to view the ‘Common Status Icons’ user guide.

Identifying eSignature Statuses

If a customer has a deal that uses eSign, the status of the eSignature will appear to the right of the credit application status icon.

To learn more about the meaning of each icon, click here to view the ‘Common Status Icons’ user guide.

Using the Edit/More Button

Click on the ‘Edit/More’ button under the ‘Actions’ column to quickly run credit reports or view a credit report summary.

After a credit report has been run, a ‘Credit Report Ran’ icon will be shown next to the applicant’s name, allowing you to easily locate the credit bureau pulls within one location.

Accessing the Decision Snapshot

Click the ‘Camera’ icon to view the Decision Snapshot, with which you will be able to compare the customer’s deal details without having to navigate between different tabs to collect and access the information.

Adding a Finance Source

Click here to view our user guide for more information on adding a finance source to a submitted credit application.