How to send an application manually
Select 'Send to lender' in the top right corner of an application.
- A quote will only show once any outstanding criteria have been met
- If a quote can't be shown because it needs more information, a collapsible section will appear next to the name of the lender in the 'Lenders' section of the application
- Selecting the text or the plus symbol on the right-hand side will open a list of links to the missing information
- When you select a link, a window will appear where you can fill in the missing information
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This integration has extra questions that the consumer needs to answer. These should then be completed by the user. If any of the questions aren't answered, submission to the lender won't be possible.
- Once the missing information has been filled in, the link will disappear from the list
Sending to lender
- Once an application meets the lender's criteria, you can send it. The 'Send' button will appear on the left-hand side of the 'Lenders' section, next to the lender's name. Once sent, the button will change to show 'sent'.
- Tiers, payments and rates shown are all pulled directly from the lenders quote service.
- In the Activity feed section of the application overview page, the sent status will display as 'pending verification' until a decision is made. The decision isn't instant and may take a few moments to come through
- The finance application will return with approval, decline, filter or error.
- If a decision cannot be made and more information is required, this will be shown by clicking 'Verify' on the lender send in the activity feed and remain in a pending verification status.
Approved response
- Once an application is approved, the status will change to approved in the activity feed
- Selecting 'View' next to 'Response' in the Sent to lender section will show the information returned by the lender. You'll be able to see timestamps linked to decision timeframes.
- The approval information and conditions are recorded here
Lender approval information
- When a lender approval is created, you can see a full breakdown of what has been approved in the 'Approvals' section on the application or by selecting 'View' next to 'Approval' in the 'Sent to Lender' section of the activity feed.
- You can only manually edit the approval via the 'Approvals' section.
Declined response
- If an application is declined, the status will change to declined in the activity feed
- Selecting the 'response' will show the information returned by the lender with timestamps linked to decision timeframes.
Updating the application
- In the 'send to lender' section, Redline Finance will show as 'approved' with a timestamp of the approval date.
- If you change vehicle or finance figure information, selecting update will send through the revised application information and update the existing application reference. Any changes to personal information will show a 'send' button, which will send a whole new application through, duplicating it.
- You can manually create and update any further approvals in AutoConvert
- You can record a conversion in AutoConvert once the application has been paid out