GreatAmerica Bank updates: written steps

Who does this: Leasing coordinators and sales reps

Dealers who lease through GreatAmerica Bank want every step, from the credit application to funding, handled in Noetics by the people who do the work.

This training covers

1. Submitted status and the bank's own status
2. Updating a submitted application
3. Sending the funding worksheet

Before you start

• Your GreatAmerica Bank connection must be set up for your company.
• GreatAmerica Bank takes personal guarantors only.
• Any sales user can send the funding worksheet.

GreatAmerica Bank updates

1. Lease Management > Credit Applications: Submitted.
2. Funder Status and its date sit beside Credit Status.
3. Click Update Application.
4. Guarantor lines: Type, Title, Ownership %.
5. Add notes and click Send Update.
6. On the lease, click Send Funding Worksheet.
7. Check the preview and click Send.
8. The chatter confirms the worksheet was sent.

What you just did

• Read the Submitted status and the bank's status text
• Updated a submitted application
• Sent the funding worksheet

That's greatAmerica Bank updates. Next up, Chapter 6: prepaid copy-based contracts.