Customer Credit App - Send to Co-Buyer Simultaneously
gathering votes
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Kit Thongsouk
an option to send credit applications to both buyers under "credit app" instead of sending under each profile
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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
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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.
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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.
Michele McCoy
Thank you for writing in, Austin Mitchell. We have a similar request asking for the option to send the application to both buyers under "Send Credit App" instead of sending under each profile. Would that solve what you're looking to do?
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Austin Mitchell
Michele McCoy it absolutely would! Thank you for replying!
Michele McCoy
Austin Mitchell: Great! I will merge your feedback in with the existing feedback request. Thank you!
Shelby Parker
Thank you for posting, Austin Mitchell! I have a few more questions for you:
- Can you provide more details on the information required from the co-buyer in the credit application?
- How often do your customers need to add a co-buyer to their credit applications?
- What is the current process for adding a co-buyer and what challenges are you facing with it?
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Austin Mitchell
Shelby Parker All finance information to pull credit is required from the co-buyer. 8/10 customers, I would think, are adding a co-buyer to their purchase. Our current process is sending the credit application to the primary buyer, then having to call the co-buyer to collect their information and add it in manually on the sales end. It is time consuming and I feel like it could be drastically more streamlined.
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Chelsie Cowart
I would like to tack onto this that the application should just have a check box that shows "I have a co-buyer" and the customer should be able to put in a co-buyer's information. This would be the best option for this update as there are instances when we at the dealership do not already have the co-buyer's information.
Drew Adler
Merged in a post:
Credit App Portal
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La'Quisha Turner
The credit application link via the portal should allow for both the buyer and co buyer to do a joint application. Right now, you have to do bother separate applications.
Drew Adler
gathering votes
Shelby Parker
Hello Kit Thongsouk! I have a few more questions for you:
- Can you provide more details on how you envision the joint credit application process to work?
- Are there any specific information fields that should be included in the joint credit application?
- What is the main benefit you expect from this feature?
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Kit Thongsouk
Shelby Parker, in the credit application tab, give an option to send the credit app to the cobuyer also on the pop up, to text or email just like the buyer. the fields should be the same as the buyers. this will save time looking for the cobuyer's profile.
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