Initiating a credit application (and sending the credit application to the homeowner via email) can be done from the qualification page.
The qualification page can be accessed by clicking on the checkmark in the toolbar
. Some accounts will require a quote to be created for the Apply button to be active.
The qualification page shows the products approved, in progress, and declined at the top of the page, and a list of applicable products.
Click the Apply button to send a credit application.
A window will appear showing a list of products the credit application will apply to, and the email address where the application will be sent. In some instances, a credit decision can apply to more than one product. Click Apply to continue.
After the application has been sent, the credit status will change from Not Started to Initiated.
When the homeowner has completed submitted the credit application, the qualification page will update with the credit qualification status and amount approved for products with automated credit decisions. Products without automated credit decisions can be updated following the steps here.
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