Ability to pull in the check box on credit app showing as a log that the customer checked that | Feature Requests

Ability to pull in the check box on credit app showing as a log that the customer checked that

Cinzia Sirna

Ability to pull in the check box on credit app showing as a log that the customer checked that on the credit app, also about verbiage adjustable on credit app as well, and ability for signature line on there.

Created by Zach Angus

Shelby Parker

Thanks for sharing this, Cinzia Sirna — totally hear you on wanting the credit app to capture consent/acknowledgements more clearly. A couple quick questions so we can scope it the right way: (1) Which checkbox(es) specifically do you need written back to the customer record, and what should that log show (checked status, timestamp, who completed it, etc.)? (2) On the adjustable verbiage, which sections are you looking to edit (disclosures/consent language/instructions), and would you want that customization by dealership, by state, or per deal/customer? (3) For the signature line, who needs to sign (customer, co-buyer, dealer rep), and should that signature be captured during the online credit app submission or added later in the workflow?