The credit application report is where you can see both current applications being processed and historical ones.
Example credit application report
You can see that there are filters at the top of the page which will filter through the applications to show the ones relevant to you. Filters are present on most reporting pages within BackOffice, enabling you to build custom reports based on contextual criteria.
Click one of the application rows to reveal a handy summary of the credit applications details, as well as the available "Order Actions". There is a more detailed credit application view which can be found by clicking the 'View Application' button or the link icon on the right hand side of any credit application row without having to go in to the quick view.
Quick view of the report
On some reporting pages this button will be visible, enabling you to download the report in various file formats.
Downloading a report
Once the 'Download as File' button is pressed then a pop-up window similar to the one below will appear. You can then choose the fields you want to have for each record/row and download in the CSV or XML file format.
Choose fields to include in downloaded file
Credit Application View
Each application has one of these pages, a user must have the relevant permissions to view it. This page aims to give you all information, perform actions and communicate to multiple different parties on a particular credit application.
The credit application view for a credit application
On each application there are different actions that you are able to take. There are two places that you can access these actions:
The Credit Application Summary view and the application view itself.
Within the application view
1. Resume Application - available until the application has been submitted and the deposit has been paid.
2. Amend Order - only available in 'Accept' & 'Verified'.
3. Cancel - only available in 'Accept' & 'Verified'.
4. Mark Order as Fulfilled - only available in 'Verified'.
5. Part Refund - Only available in 'Complete'.
Notes & Emails
On each credit application report you have the ability to add notes and send emails relating to that particular credit application.
You can add a note simply by typing something in the box provided and clicking 'Add Note'
You can email the underwriter or the customer, and as you can see, the drop down allows you to upload the current 'Credit Agreement' to the email.