remote credit app for co-buyers
C
Cliff Smith
when sending a credit app to a customer with a co-buyer can we have the option to select one or both applicants to send the credit app to? This would make it easier without having to go into the co-buyer's customer card and selecting credit app and sending. less steps.
Shelby Parker
Hey Cliff Smith, thanks for your feedback! I have a few more questions for you:
- How often do you encounter situations where both the primary buyer and co-buyer need to receive the credit application?
- Are there any specific scenarios or conditions under which you would prefer to send the credit application to only one of the applicants?
- Would you like to have any additional options or features when sending credit applications to co-buyers, such as notifications or tracking?