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            Submit Vehicle Loan and Lease Applications As an Applicant

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            Submit Vehicle Loan and Lease Applications As an Applicant

            Customers can use the Experience Cloud site to submit vehicle loan or lease applications. Customers can use the self-service application intake process at their own convenience. A simple guided flow makes it easier for customers to provide all the required information, upload documents, provide consent for disclosures and soft credit checks, and track the application by its record number after submission. Customers can browse the products, review the terms and conditions, and select the offer that's best suited to their needs.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To submit applications as a customer: Submit Vehicle and Asset Lending Applications user permission

            Make sure the admin has set up the financial products such as automotive loans and leases by using Product Catalog Management.

            1. Log in to the Experience Cloud site or register as a new user.
            2. Go to the Finance tab and select Products.
              If the admin sets up a dynamic menu for the site, the customer can directly go to the financial product page.
            3. On the Products page, select a product record.
              On the product detail page, review FAQs, product details, and related records.
            4. Click Start Application.
              1. Enter the vehicle details such as the make name, model name, model year, trim level, registration area ZIP code, and registration city.
              2. Click Next.
              3. Enter the financial details such as the term of the loan or lease, downpayment amount, requested amount, and the estimated trade-in value for used vehicles.
              4. Click Next.
              5. Search for a preferred dealership based on the dealer's name, city, or ZIP code.
              6. Click Next.
              7. Enter the personal information, identity information, and contact information.
              8. Click Next.
              9. Enter the address information.
              10. To add other addresses, click Add.
              11. Click Next.
              12. Enter the employment information.
              13. Click Next.
              14. Specify whether you have any other sources of income to report.
              15. If Yes, specify the type of income, frequency, and amount.
              16. To add other income sources, click Add.
              17. Click Next.
              18. Specify whether you have a regular source of expense to report.
              19. If Yes, specify the type of expense, frequency, and amount.
              20. To add other expense sources, click Add.
              21. Click Next.
              22. Specify whether you want to add co-applicants for the loan or lease, or not.
              23. If Yes, specify all details for a co-applicant similar to the primary applicant.
              24. To add more co-applicants, click Add.
              25. Click Next.
              26. Upload documents for yourself and the co-aplicants.
                The financial managers can configure the document types for which you must upload the documents. For example, identity proof, tax return proof, and salary proof.
              27. Click Next.
              28. To allow a screening of your credit profile, select I agree to the soft credit check.
              29. Click Next.
              30. Select one of the offers that are generated based on the information provided so far.
              31. To recalculate the terms and generate better offers, modify the vehicle and finance details, and click Recalculate Offers.
              32. Click Next.
              33. Review the disclosures and click I Agree when ready.
              34. Click Next.
              35. Review a summary of the application and verify all the details you've provided.
              36. Click Previous to go back and modify details.
            5. Click Submit Application.
              You can track the status based on the application record number shared with you.
             
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