---
schema_version: "1"
id: d6fd80f17cd356833a295a742c5340be705d63d60b54431b395997ae2da7a3f5
title: Work with the Funding Workbench Console
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_funding_workbench.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_funding_workbench.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a82a9b4d769bd6fe14797a8d9bf0783a61cd6ccd154a15c1d69a78c3dd3baca4
description: 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.
products:
  - Automotive
release: "264"
---
# Work with the Funding Workbench Console

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

- **[Take a Tour of the Funding Workbench Console](https://help.salesforce.com/s/articleView?id=ind.auto_funding_workbench_console_features.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.auto_finance_funding_workbench_create_app_act_item.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.auto_finance_funding_workbench_upload_files_dealer.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.auto_finance_funding_workbench_review_files_fa.htm&release=264.0.0&type=5)**  
    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.