branded credit app
Send branded credit applications.
Start credit without losing momentum. Text or email a branded credit application the buyer can complete from anywhere. Your team reviews once, then routes to your preferred lenders—all from the same deal.
Draft
Credit Application
Applicant
Case A-0000
·
Autosave
Applicant
Identity
Income
Decision
Route
Applicant details
Contact and address used for lender package.
Autosave on. Continue when ready.
Identity & consent
Required before pulling an offer.
Waiting for consent.
Employment & income
Used to estimate affordability and stip risk.
DTI
—
Stip risk
—
Lane
—
Calculating affordability snapshot.
Decision
Offer summary and approval outcome.
Decision
—
Score band
—
APR range
—
Max amount
—
Stips
—
Awaiting submission.
Route
Build and send to lender lane.
Package
—
Docs
—
Status
—
Ready when decision is approved.
The outcomes
Everything that shapes the deal appears together.
No tab switching. No recalculating. No “let me check that”.
More completed apps on first pass.
Faster handoff to finance (no re-keying, no portal hop).
Dealer-controlled routing to your lender list, in your order.
how it fits your process
Your brand. Your process. Your deal.
Send a dealer branded credit application, keep everything tied to the same deal record.
01
Share
Share the application by email or SMS from the active deal.
02
Complete
Buyer completes on any device. Documents and details attach to the same record.
03
Review
Finance reviews and routes to your preferred lenders—clean, consistent package.
What the buyer experiences.
Trust and confidence
A short, dealer branded flow with secure document upload. Buyers can complete it anywhere, on any device. Their progress is saved and the dealer sees updates in real time.
What your team controls.
Programs and routing
Set your lender list, criteria, and order once and use it on every deal
Fields and review
Require the information underwriters need before anything is submitted.
Sharing options
Send a link by email or SMS; in both cases the application stays tied to the deal.
Built on Trust.
KYC and KYB checks, Red Flags monitoring, required disclosures, role based permissions, and a timestamped audit trail are embedded in the same workflow. Reviews and exams move faster because everything is already attached to the deal record.
