Skip to main content

 

 

DealerTeam

Create a Credit Application from a Sales Up

Goal

Learn how to Create a Credit Application from a Sales Up and enter all credit information. Enter additional details, bank references, personal references, current vehicles, previous residences, and previous employment information.

 

Create Credit Application

A Sales Up must be created. Go to the desired Sales Up by clicking the Sales Up tab then select a Sales Up record

 

Now you are in a Sales Up, click Create Credit App button to begin a credit application. 

Click Start Credit App, Create Credit App from Sales Up.png

 

A window will appear to begin a Credit Application. If a Sales Up has all the fields below completed the information will be automatically transferred to the Credit App. Enter all information in the fields below if there is any information missing. Be sure to enter the Social Security Number. Continue the credit application by clicking Save.

Click Create Credit App, Create Credit App from Sales Up 2.png

Enter Additional Credit Application Information 

Next step is to enter additional information in the following tabs: 

  • Details tab
  • Bank Reference tab
  • Personal Reference tab
  • Current Vehicles
  • Previous Residence
  • Previous Employment

Details Tab

Enter information in the fields below each section of the Details tab. A red asterisk indicates the fields are required.

Applicant Section

Select the Application Type then click Save

Select Application Type, Create Credit App from Sales Up.png

Next, enter additional Applicant information or any necessary information.

Applicant section, Create Credit App from Sales Up 3.png

 

Current Address Section

Enter Current Address information.

Current Address Section, Create Credit App from Sales Up 2.png

 

Current Employment and Other Income Information Section

Enter Current Employment information and Other Income Information then click Save to complete the Details tab portion.

Current Employment and Other Income Information, Create Credit App from Sales Up.png

 

Bank Reference Tab

Enter Bank Reference information and Credit Account information then click Save.

2020-03-13_16-41-54.png

 

Personal Reference Tab

Enter Personal Reference information then click Save.

2020-03-13_16-49-54.png

 

Current Vehicles Tab

Enter Current Vehicle information then click Save.

2020-03-12_17-03-04.png

 

Previous Residence Tab

Click the More tab then select the Previous Residence tab. Enter Previous Residence information then click Save.

2020-03-12_17-05-20.png

 

Previous Employment Tab

Click the More tab then select the Previous Employment tab. Enter Previous Residence information then click Save.


2020-03-12_17-04-10.png

 

Credit Reporting - Pull Report

Located on the top right of the Credit Application is Credit Reporting. Select the desired report then click Pull Report. (If the function does not work please see a Success Manager.)

Pull Credit Report, Create Credit App from Sales Up.png