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Release Notes
Using the GoodLeap Finance Tab
The Finance Tracker will show the current status of the GoodLeap loan. This is a live feature for all partners who use the Goodleap API integration.
- On the Customer Information page, go to the sidebar and select "Finance".
- Once the Finance page opens, select the "GoodLeap" tab.
- Within the GoodLeap tab, you are able to see the tracker and the following features:
- Submit the Install Agreement
- Resolve Stipulations
- Confirm Details
- Submit a change order
- Submit the final checklist
