---
schema_version: "1"
id: 7faddf463450db1e1336a2a8cb8ddc7e9f7e752b90a086cd5b1c725a9b6f588e
title: Submit Vehicle Loan and Lease Applications As an Applicant
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_lending_self_intake_application.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_self_intake_application.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f54901c80f6214fc83f9903fc4646af28c4fc542dd39bb4131dc6cab180edc58
description: Customers can use the Experience Cloud site to submit vehicle loan or lease applications. Customers can use the self-service application intake process at their own convenience. A simple guided flow makes it easier for customers to provide all the required information, upload documents, provide consent for disclosures and soft credit checks, and track the application by its record number after submission. Customers can browse the products, review the terms and conditions, and select the offer that's best suited to their needs.
products:
  - Automotive
release: "264"
---
# Submit Vehicle Loan and Lease Applications As an Applicant

Customers can use the Experience Cloud site to submit vehicle loan or lease applications. Customers can use the self-service application intake process at their own convenience. A simple guided flow makes it easier for customers to provide all the required information, upload documents, provide consent for disclosures and soft credit checks, and track the application by its record number after submission. Customers can browse the products, review the terms and conditions, and select the offer that's best suited to their needs.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d39521e63">User Permissions Needed</th>
          </tr>
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          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d39521e63 ">To submit applications as a customer:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d39521e63 ">Submit Vehicle and Asset Lending Applications user permission</td>

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      </table>

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

1. Log in to the Experience Cloud site or register as a new user.
2. Go to the **Finance** tab and select **Products**.
    
    If the admin sets up a dynamic menu for the site, the customer can directly go to the financial product page.
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, requested amount, and 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.
    8. Click **Next**.
    9. Enter the address information.
    10. To add other addresses, click **Add**.
    11. Click **Next**.
    12. Enter the employment information.
    13. Click **Next**.
    14. Specify whether you have 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 you have 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 you want 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 yourself and the 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 your credit profile, 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 details.
5. Click **Submit Application**.
    
    You can track the status based on the application record number shared with you.