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Help » Application List July 13, 2005

Application List

Clicking on the "Apps" tab directs you, by default, to the Application List Page. This page is designed to provide the dealer a "snapshot" of all the current transactions in progress. This page reflects, in selectable list form, all of the applications currently in the system for the dealership, the status of the application, and the Lender's response in real time.

 

The Application List Page contains the following fields:

1) The date and time the application was entered
2) The name of the application
3) The status of the application in the FEX system
4) The FICO score of the applicant, if processed.
5) The Income of the applicant
6) The Lenders that received this application
7) The status of the application with the lender (approved, pending, declined)
8) The Sent date to the Lender
9) The Decision date from the Lender
10) The Notes icon (clicking on this reflects any notes attached to this file)

If there is more than one page of applications in the system, they may be accessed by pressing on the page arrows at upper right corner of the application list form. Also, if there are many applications and you are looking for one in particular, pressing the "Search" button provides a tool for finding a specific application.

The fields indicated in blue under the Name and Score columns, have special features associated with them. Clicking on any applicant name will immediately display that individual’s particular credit application. Clicking on any applicants FICO Score will immediately display the credit report for the applicant. Both of these features will be displayed in a new window, and may be closed or minimized at any time.

NOTE: In order to desk a transaction, the associated application must be active. Therefore, all desking modules must be accessed through the application module. If you wish to process and desk an application that was entered at an earlier date, either list all of the applications and select the desired app from the list, or perform a search for a particular application and then click on the Desking button.




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