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Start here
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Chapter 1: Customer picker on quotes
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Chapter 2: Lease quotes and overrides
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Chapter 3: Credit approval and lease signing
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Chapter 4: Lease access and funding invoices
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Chapter 5: GreatAmerica Bank updates
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Chapter 6: Prepaid copy-based contracts
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Chapter 7: Contracts from the order and machines at delivery
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Chapter 8: Ended contracts move to your billable Bill Code
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Chapter 9: Contract invoices and card payments
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Chapter 10: Pre-install survey
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Chapter 11: Check-ins: final meters and competitive units
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Chapter 12: Field service, supplies and delivery
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Chapter 13: Commission achievements
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Chapter 14: Customers and users
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Chapter 15: Help desk rating message
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Chapter 16: Faster Analytic Dashboard
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Chapter 17: Asset ID and location in Print Tracker
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
- Submitted status and the bank's own status
- Updating a submitted application
- 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
- Lease Management > Credit Applications: Submitted.
- Funder Status and its date sit beside Credit Status.
- Click Update Application.
- Guarantor lines: Type, Title, Ownership %.
- Add notes and click Send Update.
- On the lease, click Send Funding Worksheet.
- Check the preview and click Send.
- 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.
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