When a customer has accepted a loan or lease proposal and the dealer has provided final
approval, use the Funding Workbench to facilitate the end-to-end disbursement process by
seamlessly managing document uploads and verification.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions. |
- Take a Tour of the Funding Workbench Console
After a loan or lease proposal has been reviewed, rehashed, and accepted by the customers and approved by the dealers, the funding process begins. This final phase involves the lender disbursing funds to the dealer, so the customer can take the vehicle home. The Funding Workbench console helps with this flow, from the dealer uploading documents to the creation of action items for the funding analyst and the analyst's verification of those items and related documents.
- Create Application Action Items
As a funding analyst, when the stage of the application form product is Signature Complete, create application action items for dealers to upload documents on the Funding Workbench console.
- Upload Documents from the Dealer Portal
As a dealer, upload the necessary documents as stated in application action items from a funding analyst on the Funding Workbench console to proceed with funding decisions for your customer.
- Review and Approve Documents
As a funding analyst, review the set of required documents uploaded by a dealer, or upload other necessary documents. Create subtasks for the dealers in case of missing requirements. Finally, approve or reject funding for the loan or lease.
