Customer Credit App - Send to/Add Co-Buyer Simultaneously
gathering votes
K
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.
N
Nick Kitner
Yes!! 100% needs to be a thing.
C
Cliff Smith
100% need this
J
Jacob Cahill
Absolutely needs to be a button for the customer to add it manually on their end
J
James Crandall
allow customer to do it.
K
Kenneth Howard
Allow customer to add a co-buyer, This is more convenient for the customer and the co-buyer.
Michele McCoy
Merged in a post:
Co-App
O
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
E
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
D
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
R
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?
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