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How process requests to
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CHANGE EXISTING integrated financing products
Most integrated partners do not accept changes through Sighten; they are done directly by the financier
The exceptions are Dividend and LoanPal, which allow updates to products, terms, and APR combinations and dealer fees (approval required)
Customer should submit the financing typeform How do I request updates to my account?
The Config team will know it’s an integrated financing request
When the typeform ticket comes in, Support can follow the process documented here, beginning with step 2: Adding and Editing Financial Products
Mosaic has both integrated and configured products
Integrated products cannot be changed; configured can be changed by submitting a typeform
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How to process requests for NEW integrated financing
Each financier has its own process. Click the links below for processes related to each. There are varying levels of automation, so please carefully review the respective processes. These requests will typically come in as a SS ticket from the financier - after the customer has already applied and been approved by the financier.
Details within the link below - but the worksheet below shows the various processes in a consolidated format:
Integrated Financing Request Workflow: https://docs.google.com/spreadsheets/d/1Pq-mdKXbE7lSuZoz_IAXN6FDx4vW0gQyLp0fvqOKR3E/edit#gid=0
Note: If the customer has not yet applied to the financier - or is already approved with the financier - but wants to add it to their Sighten account, please use the instructions here (add link):
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