Using Deal Manager

Reviewing information in the Credit Application

Clicking on the customer’s name will return you to their Credit Application to review the previously saved or submitted information.  

 

Identifying Credit Application Statuses

You can identify which finance source(s) the Credit Application was sent to and the decision returned from the finance source(s) directly below the applicant’s name.

In order to determine the meaning of the status icon for the credit application, you can click the ‘Show/Hide Legend’ button. That will show the status icons and you can identify which status applies to your Credit Application.

learn more about the meaning of specific icons

 

Using the ‘Edit/More’ button in Deal Manager

Clicking on the ‘Edit/More’ button will show a list of actions that can be taken for each Credit Application.

Types of actions that can be completed include: 

• Copy this Application 
• Add Co-Applicant 
• View/Print Finance Source Decision 
• Delete this Credit App 
• Generate Contract Worksheet
• Compliance related activities:
  • Credit Reports

 

Decision Snapshot

Clicking on the camera icon will expand the section and provide a decision snapshot of the Credit Application. Clicking the ‘Click here for more details’ link will direct you to the ‘Decision Summary’ page, which provides more details about the deal.