Initiating a credit application (and sending the credit application to the homeowner via email) can be done from the qualification page.

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 qualification page to be available for the Apply button to be active.

The left side of the qualification page shows a list of applicable products along with the product qualification status: approved, in progress, and declined. The middle of the page shows information about the selected application, along with an "Actions" menu and applicable financing products for that application.

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 to send a credit application.

A window will appear showing confirming the contact, address, and quote the credit application will apply to, as well as the email address where the application will be sent. 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.

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.

When the homeowner has completed submitted the credit application, the qualification page will update with the credit qualification status for products with automated credit decisions. Products without automated credit decisions may be updated manually by the financier by following the steps here.

Canceling or re-sending the application

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 Actions then select Resend Email or Cancel.

Related articles

You might want to check out these related articles:

• How do I update the legal name, email, and address?
• How do I update the credit status, approval amount, and approval expiration date?