Using the GreatAmerica Credit Application in Sherpa

GreatAmerica Credit Application

• GreatAmerica Credit Application Admin Set-Up
• Completing and Submitting the Application
• Checking the Application Status
• GreatAmerica E-Signature (Attaching and Sending Documents - additional module required for this feature)

 

Overview: Easily submit your customer’s GreatAmerica Credit Application from the Opportunities or Financials tab of the Accounts.

 

GreatAmerica Credit Application Admin Set-Up

• In the Administration Menu under the Control Panel, go to the Third-Party Tools tab, then to the Great America (GA) tab.
• Enter your GA Dealer ID (you will receive this information from GreatAmerica)

 

• In the Administration Menu, under Manage Users, Add/Edit Users, double-click on the user’s name
• Click on the Dealer IDs tab
• Click on the appropriate ID under “Available Dealer IDs.”  This will move over to the “Assigned Dealer IDs” section
• Click the Submit button

 

Completing and Submitting the Application

 

From Financials – In the Financials Screen select the Partners Tools dropdown menu and choose GreatAmerica Submit Application.

 

To fill out the Credit Application

• Fields with an asterisk are REQUIRED
• Will auto-populate some fields from the Opportunity
• When you enter City, State and Postal Code, please make sure they are valid and match the Opportunity

To submit the Credit Application, select the “Submit” button.

NOTE: If sending it from Financials directly, it uses the Total Revenue Credit. If running from the opportunities tab, it sums the Equip Revenue of all the included opportunities. It is also a free type field on the credit app so it can be changed.

You can update existing credit applications by resubmitting them within Sherpa and submit Notes through to GreatAmerica.

 

From Opportunities - In the Accounts area of Sherpa, under the Opportunities tab, you will see a drop-down tab for Financial Institutions.  Click on this tab, then select Submit Credit Application from the menu.

 

Next, you will be given a grid from which you can select one or more Opportunities to include in the application.  Select the item(s) with a checkbox, then select the Credit Application button.

 

To fill out the Credit Application:

• Fields with an asterisk are REQUIRED
• Will auto-populate some fields from the Opportunity
• When you enter City, State and Postal Code, please make sure they are valid and match the Opportunity

To submit the Credit Application, select the “Submit” button.

NOTE: If sending it from Financials directly, it uses the Total Revenue Credit. If running from the opportunities tab, it sums the Equip Revenue of all the included opportunities. It is also a free type field on the credit app so it can be changed.

You can update existing credit applications by resubmitting them within Sherpa and submit Notes through to GreatAmerica.

 

Viewing in Sherpa

You have the option to add additional columns to the Opportunities tab, to show information related to the Credit Application:

 

Checking the Application Status

In the Opportunities tab, you can choose Check Application Status at any time to view the status for the individual opportunity.

You can also go to the Modules area and use the GreatAmerica Credit Applications options to view all credit decisions, regardless of the account you are currently on.

 

Viewing application status

• Select the application criteria:
  • Beginning/ending dates
  • Sales rep (* for a wild card search)
  • Status (* for a wild card search)

•  
• Click “Check Status”

You have the option to add the Account ID or Dealer ID columns to the Credit Application view.

• Right-click in the column header area
• Select Column Chooser
• Double-click the columns you would like to add

 

GreatAmerica E-Signature (Attaching and Sending Documents - additional module required for this feature)

Go to your Modules area and select the GreatAmerica Credit Applications option.

After setting your specified criteria to search for the submitted application that you need to attach a document(s) to, Highlight the submitted application you would like to attach a document(s) to and choose the Attach Doc option. Note: When choosing the GreatAmerica document option - ALL documents will have to be a digitally signed and approved document from GreatAmerica to work with the e-signature integration. (The 'Digital Signature' flag must be set to "true" on each document, or it will not appear. This must be set on each document by GreatAmerica)

There then will be 4 steps

1. Select where you want your file to come from - a Local File, GreatAmerica, or Document Storage.
2. From either option select the document you want to send.

• • Local File on your PC

• • GreatAmerica provided files – Ensure you select one that has (digital signature) as only those documents flagged for digital signature will appear in the list. Without that it is not an approved document and will not appear in the list. You can select Multiple documents to send off at a time. NOTE: If you select this option and no documents populate, please reach out to GreatAmerica and request the documents have the Digital Signature Document flag applied as "true".

• • Pull from Document Storage

3. Fill in some additional information. At this time only Email and Signer are required to be filled in.

4. Choose to Submit or Cancel sending the Document

 

At this time there would be no way to tell the status of a submitted document, but you should receive an email alert based on email(s) entered at time of submission, letting you know you have a document pending signature. You should be able to reach out to GreatAmerica for further status if needed.

 

Making our standard agreements into digital signature for AdobeSign:

1. Add “-DS” to the end of both the file name and the footer (that’s how we can tell it was sent through digital signature) For example:  w.012345-P03A(TL)_0918-DS

2. Add the AdobeSign codes for the lessee’s signature, name, title, and date.  You can copy and paste the applicable section of the document below.  If formatting adjustments are made, make sure not to let any of the AdobeSign codes get split – the entire code has to fit on a single line so that Adobe can read it. You can reduce the amount of blank space inside the code if necessary.  

a. One Page agreement:

 

SIGNATURE:	DATE:	SIGNATURE:		X  {{SIGNATURE_es_:signer1:signature}}			DATE:	{{$D               }}
PRINT NAME & TITLE:		NAME:	{{*_es_:signer1:fullname}}		TITLE:	{{$ST                                      }}

 

b. Two Page agreement:

 

(As Stated Above)	X {{signature_es_:signer1:signature}}	{{$FN                            }} {{$ST                                        }}		{{$D                }}
CUSTOMER	SIGNATURE	NAME         TITLE	DATE

 

3. Remove the Unconditional Guaranty section entirely

4. Remove the Delivery & Acceptance section (if present) entirely

5. And, if it is a two page agreement, add and code an initials spot to the bottom of the second page: 

a. If the template does not already have the initials spot, you need to add it:

-After the end of the last line of text on the second page, hit enter.

-With your cursor on this new line, click on the ruler around the         4.5 inch mark, to get a tab.  Hit CTRL+Tab to move your cursor to the newly added tab, and paste:          Agreement No.: <<A_App>>   Initials: {{$init}} 

b. If the template already has a spot for initials, just highlight the line after the word “Initials:” and paste this code:  {{$init}}

6. Add the code definitions:

Place your cursor at the bottom of the document (first or second page, does not matter) and copy & paste these codes definitions in Arial 5: {{#D=Signerdate_es_:signer1:date}}  {{#ST=title_es_:signer1:title}}

And if it is a two-page agreement, also include these code definitions: {{#FN=*_es_:signer1:fullname}}   {{#init=init_es_:signer1:initials}}