Customer Credit App - Send to/Add Co-Buyer Simultaneously | Voters

Customer Credit App - Send to/Add Co-Buyer Simultaneously

gathering votes

Kit Thongsouk

An option to send credit applications to both buyers under "credit app" instead of sending under each profile. Or allow customer to add a co-buyer.

Michele McCoy

Merged in a post:

Co-App

Oscar Balley

There should be an option for you to add a Co-Applicant when you submit a credit application through Drive from the customer profile. It only allows the main buyer to access the application. Creating another profile for the Co-buyer makes no sense.

Michele McCoy

Merged in a post:

Co-Buyer

EMORY THOMPSON

There should be a tab in the credit application for the customer to check if they have a co-buyer and be able to put in the co-buyers information. It would be super helpful especially if the co-buyer is not in our system and we have no idea their name/email/number.

Shelby Parker

Hello Oscar Balley! I have a few more questions for you:

What specific information should be included for the Co-Applicant in the credit application?
How should the Co-Applicant's information be linked to the main buyer's profile?
Are there any specific permissions or access levels needed for the Co-Applicant within the application?

Michele McCoy

Merged in a post:

Simple way to add a co-buyer to the credit app

David Kester

When texting or emailing the credit app to a customer, it would be nice to ask if there is a co-buyer. Adding a simple button so we can add both buyer and co-buyer to one application.

Drew Adler

Merged in a post:

CO-BUYER CREDIT APPLICATION

Robert Gunnels

When I send a credit application through DriveCentric the customer does not have an opportunity to add a co-buyer. What am I missing?

Shelby Parker

Hey Robert Gunnels, thanks for your feedback! I have a few more questions for you:

What specific information or fields would you like to include for the co-buyer in the credit application?
How often do you encounter the need to add a co-buyer to a credit application?
Are there any specific scenarios or use cases where adding a co-buyer is particularly important for your dealership?

Robert Gunnels

Shelby Parker It would help to have a link so that a co-buyer's information could be filled out.

Kory Buck

This should not even be up for a vote and needs to happen. Thanks.

Drew Adler

Merged in a post:

Could the credit application be tweaked to be a bit more customer / user friendly

Lekia Cook

Credit app - if you add a co buyer to the credit application it does not allow to send the application to the co buyer even when you add they're information. It defaults to sending it to the original applicant. Is this suppose to work like this ? In addition the credit application asks for previous employer history even if they have been at the same employer for 20 years. It does the same thing for residence. It will ask for prior residence no matter how long they have lived there. Please advise if this is something that is a work in progress or is that just the way it is suppose to be? Many times I just end up filling out the credit application for them on my tablet and then have to enter NA in all the sections i described in the statement above. In my opinion I would think 3 years of employment, residence history should be sufficient. So then the customer should not be required to put in previous residence or employment history to continue the application.

Shelby Parker

Hello Lekia Cook! I have a few more questions for you:

Can you provide more details on how the credit application process could be improved for co-buyers?
What specific changes would you suggest for the employment and residence history sections of the credit application?
Can you share any feedback you've received from customers about the current credit application process?

Michele McCoy

Merged in a post:

Allow customer to add a co-buyer to a credit application when sent over email from the CRM.

Austin Mitchell

Please add an option in the finance application that we can send to customer for them to add a co-buyer without sales having to send multiple credit applications. This gets very confusing for my older guests and puts a delay on getting the information needed.

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