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.
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.
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
Enter information in the fields below each section of the Details tab. A red asterisk indicates the fields are required.
Select the Application Type then click Save.
Next, enter additional Applicant information or any necessary information.
Current Address Section
Enter Current Address information.
Current Employment and Other Income Information Section
Enter Current Employment information and Other Income Information then click Save to complete the Details tab portion.
Bank Reference Tab
Enter Bank Reference information and Credit Account information then click Save.
Personal Reference Tab
Enter Personal Reference information then click Save.
Current Vehicles Tab
Enter Current Vehicle information then click Save.
Previous Residence Tab
Click the More tab then select the Previous Residence tab. Enter Previous Residence information then click Save.
Previous Employment Tab
Click the More tab then select the Previous Employment tab. Enter Previous Residence information then click Save.
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.)