Home └CPI New Release Features: 10/20/26 └GreatAmerica Bank updates: quiz

CPI New Release Features: 10/20/26

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GreatAmerica Bank updates: quiz

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1. A customer adds a second guarantor after you submitted their GreatAmerica Bank application. How do you send it?
Submit a new credit application from Leasing Options and cancel the old one Click Update Application Email the bank directly and log a note on the application Change Credit Status back to Draft, edit, and resubmit
2. Your owner wants a corporate guarantor on a GreatAmerica Bank deal. What should you expect?
The bank takes personal guarantors only Noetics converts the corporate guarantor to personal before sending The application goes through with the company listed under Notes only You need a separate guarantor form signed through DocuSign first
3. A rep without any special access needs to send the funding worksheet on their lease. Can they?
No, only leasing administrators with debug access can send it Only after a manager approves the lease in Lease Management Only if the lease is still in Pending Approval Yes, any sales user can
4. An application says Submitted, and next to it the bank's text says Application Submitted with a date. What is that second line?
A note your rep typed when submitting the application The date Noetics will next ask the bank for an update The bank's own status and date The status of the funding worksheet for the same order
5. Before sending the funding worksheet, you want to check exactly what the bank will receive. Where do you look?
The lease's Inventory tab, which lists the payload line by line The preview in the Send window The credit application's Documents tab after sending The GreatAmerica Bank portal, which shows a draft first