12. Finance Application

You can start an application immediately after creating a quote or by returning to a lead.

From the Quoting page

The quote has been created, and the customer is happy to proceed:

A) From the Quoting page, click ‘Continue’ to go to the privacy policy page.

B) After reading, click on ‘Agree and Proceed’.

C) Arriving at the ‘Applicant’ page.

Fill in all sections of the form and, at the bottom of the page, click ‘Continue’.

The finance application is now completed, and you are taken to the Overview page. This page provides an outline of all the information provided and the application’s status.

From Leads page

You can access the Leads page by clicking on the funnel symbol in the navigation panel. Need a refresher on Leads? Click here.

Search for the lead you're interested in on the Leads page and click on it to view the Overview page.

Scroll down the Overview page to find the Finance Application card, and then click 'Review Application'. This brings up the privacy policy and then the finance application.

Next up, 13. The Overview Page.