Add Additional Information to Credit App
gathering votes
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John Henry
Here are a few ideas for notating findings beyond the standard credit application:
-Documenting job gaps
-Types of income (W2, 1099, temp, etc.)
-Hourly wage, and average weekly hours.
-Note whether a job listed as one month is actually a full month or just two weeks.
We're always looking to gather extra details that the credit application doesn’t capture.
Michele McCoy
gathering votes
Apologies for the delay. I am going to move to this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
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Jacques Perreault
I'm not sure this title will gather the votes it needs.. this is SUPER important. Right now at our dealership, we have to create another document to hand to management with any additional income sources in order to show how the SUM of the income divides. The current default credit app is certainly not a standard, I've never seen a forced input to ONE income source only
Hope it gets the votes!
C
Candy Sweet (love to help you!)
Also, no way to add a second job... many people have multiple jobs or sources of income
Drew Adler
under review
Shelby Parker
Hello John Henry! I have a few more questions for you:
- Can you provide examples of the 'extra details' that you would like to capture in the credit application?
- How would you prioritize these additional fields (job gaps, types of income, hourly wage, average weekly hours, job duration) in terms of importance?
- How do you currently handle these additional details in your process and how would you like to see it improved in the CRM?
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John Henry
Shelby Parker 1) the examples are listed in my original post 2) Very important, this is information we grab every time from every customer. 3) We currently handle these questions outside of Drive Centric