Submitting a finance application

Complete and submit a finance application once a vehicle has been selected and the customer has agreed to the privacy policy.

Before you begin

You must have selected and confirmed a vehicle before reaching this stage. If you have not yet created a quote, see Creating a quote.

Agreeing to the privacy policy

1. After clicking Continue to Application on the vehicle confirmation screen, the privacy policy is displayed.
2. Read through the privacy policy, then click Agree and Proceed to continue to the application form.

Completing the application form

1. Work through the application form, filling in the customer's personal and employment details across each section.
2. Required fields are marked — all must be completed before you can submit.
3. Review the completed form to confirm all details are accurate.

Submitting the application

1. Once all sections are complete, click Submit to send the finance application.
2. A confirmation screen appears to confirm the application has been submitted successfully.
3. The lead is updated in your Point of Sale portal to reflect the submitted proposal.

Screenshots show example data. Your portal will look the same with your own organisation's users and settings.