Application/Deal / Customer tab
Parent topic: Customer tab

How do I create a financed deal?

Follow these steps to create a deal for an AppOne (integrated) or Other (Fax) lender:
  1. Start the deal from the Home tab.
  2. Complete applicant information.
  3. Pull a new credit report (if applicable).
  4. Enter collateral information for an automobile, marine or other collateral.
  5. Enter trade-in and deal structure information.
  6. Select lenders and submit the deal.
  7. Select lender callback.
  8. Complete the deal structure.and add back-end products.
  9. Print the Risk Based Pricing Notice and Adverse Action (if applicable).
  10. Print the forms.
At any time you can:
Parent topic: Customer tab
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