---
schema_version: "1"
id: dac5521fba940cd7402340e958543bc900f3055d2c3d83d9031ecf40676c36f8
title: Submit Vehicle Loan and Lease Applications As an Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_lending_agent_assisted_application.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_agent_assisted_application.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 94edfb07628058be3e1ed4e17939a80ac2f16455879493ca9a4be89e7ffcecc8
description: Financial agents at a captive finance or a banking organization can use the Agent Assisted Application Management app to submit loan and lease applications on behalf of customers. Customers often call service centers when they need the expertise of agents or when they aren't able to submit applications themselves. Agents can quickly gather information from the customers and use the intake form to fill out the details and upload the required documents. Agents can also discuss the recommended offers with customers and modify the application before submission.
products:
  - Automotive
release: "264"
---
# Submit Vehicle Loan and Lease Applications As an Agent

Financial agents at a captive finance or a banking organization can use the Agent Assisted Application Management app to submit loan and lease applications on behalf of customers. Customers often call service centers when they need the expertise of agents or when they aren't able to submit applications themselves. Agents can quickly gather information from the customers and use the intake form to fill out the details and upload the required documents. Agents can also discuss the recommended offers with customers and modify the application before submission.

### 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: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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          <col style="width:50%">
          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d67378e63">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67378e63 ">To submit applications as an agent:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67378e63 ">Use Vehicle and Asset Lending Agent-Assisted Application user permission</td>

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

1. From the App Launcher, find and select **Agent Assisted Application Management**.
2. Go to the **Products** tab.
    
    You can also go to the Catalogs tab to browse the product categories and products.
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, and requested amount. Enter 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 of the customer.
    8. Click **Next**.
    9. Enter the address information of the customer.
    10. To add other addresses, click **Add**.
    11. Click **Next**.
    12. Enter the employment information of the customer.
    13. Click **Next**.
    14. Specify whether the applicant has 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 the applicant has 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 the applicant wants 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 applicants and 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 the applicant, 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 the details.
5. Click **Submit Application**.
    
    The agent can share the application reference number with the customer and track the status.