HOW TO CREATE AND SUBMIT
CREDIT APPLICATIONS

START

Select Create and then Credit Application on the blue navigation bar at the top. You can also start from Quick Links or the Deal Creator Taskbar from the homepage. Search for your customer or import your deal.

Customize

Customize

After selecting your customer, complete the details on the Application Type for this deal. Add Co-Applicant if applicable, and specify Product Type. Click Next.

ADD

Imported or previously entered deal data will be pre-filled for quicker data entry. Add in additional Applicant and Vehicle information. Enter your Trade-In information on the applicant's used car, if applicable.

Calculate

Calculate

Under Financial Info, enter all deal data to access an automated calculation on the Loan-to-Value (LTV) and Payment-to-Income (PTI) percentages.

Add any comments to the lender in Additional Comments. Click Continue.

Submit

The screen will display Eligible Lenders and Ineligible Lenders. Hover over an Ineligible Lender to show the reason they cannot accept the application.

Check off the lenders you would like to submit to and click Submit.