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The right side of the page shows a history feed, including actions that have been taken and comments. There is also a toggle for "Name & Address" for viewing the contact information, co-applicant information (if applicable), and address associated with the application.
Applying
Click the Actions button and then select Run Prequal to send a credit applicationstart prequalifying your customer.
A window will appear showing confirming with tabs to send the application via email or have the homeowner complete the application in person. Confirm the contact, address, and quote the credit application will apply to, as well as the email address where the application will be sent. The email address must be valid and not assigned to an existing EverBright user. Click Save when you've completed your entry. In some instances, a credit decision can apply to more than one product. The products that the application applies to are listed in the "Products" section of the page for the selected application.
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Click Submit to send or start the application.
After the application has been sent, the credit status will change from Not Started to In Progress.
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For applications that have already been sent out, you can cancel the application or re-send the email to the homeowner. These choices are accessed under the Actions menu for a given application - first clicke click Actions then select Resend Email/Reopen Link or Cancel Prequal.
*What’s the Difference Between a Soft Credit Pull and a Hard Credit Pull?
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