This feature is only available for integrated lenders, and is currently only available for GoodLeap, Mosaic, and Sunlight options.
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When you are ready to qualify your customer, you will come to the finance page in the proposal.
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In the proposal sidebar, open the 'Share/Present' tab and toggle the 'Enable Presentation Mode'. This ensures that changes made to the proposal, will show on the customer's screen in real-time.
- Using one of the share options, send the presentation link to your customer:
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Once “Share and Present” is enabled, you will need to save changes manually for the customer to view them.
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Next, click on the 'Qualify' button to open the application window. Then, toggle 'Applicant Edit' at the top. This allows the customer to fill out the information on their end.
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The customer will then fill out the applicable areas within the credit application. To you, the sales rep, all private information will be hidden.
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Once the information has been filled out, you (not the customer) will hit ready to submit and submit the application.
