Filling the Form

1. Select the type of application you want to fill in.

2. Select the if you’re applying as a Business or Individual. Sections on the left will be visible based on the selection.

3. Select the Business Country Location

4. Fill all the required fields and click on ‘Submit’ on the last section.

5. Once an application is filled, a credit application record is created as shown below.

Run External Apps

1. Click on ‘Rund External Reports’ to run reports like Credit Report, Criminal Report, Business Credit Report, DL verfication and OFAC Report.

2. Mark the checkboxes as true to run the reports.

Generating Lease/Loan Payment Schedule

This feature enables the user to generate lease or loan schedules. To be able to generate schedules, following fields must be populated under ‘Credit’ tab.