In this video, we guide you through the pre-qualification process for loans, highlighting its similarities to lease applications. We demonstrate how to enter borrower information, including income and property ownership details, and how to submit the pre-qualification for approval. It’s crucial that all data is accurate, as it directly impacts the approval amount based on our credit matrix. Please follow the steps carefully, and don’t hesitate to reach out if you have any questions!
Articles in this section
- Installer Portal - Opportunity Creation Flow
- Installer Portal - PreQualification Flow
- Installer Portal - Loan Application Flow
- Installer Portal - Quote Generation Process (LEASES)
- Installer Portal - Navigating the NTP Document Stage (LOANS)
- Installer Portal - Navigating the M1 Process
- Installer Portal - Milestone 2 Documentation Process (LOANS)
- Installer Portal - Admin Section Overview