LEAF Credit Application
LEAF Credit Application Overview
Compass has created an integration with LEAF Commercial Capital, Inc. to easily submit your customer’s LEAF Credit Application from the Opportunities tab in the Accounts screen.
LEAF Credit Application Admin Set-Up
In the Administration Menu under the Control Panel, go to the Third Party Tools tab, then to the LEAF tab.
Enter a name for the service (anything you wish), Portal ID and Security Token (you will receive this information from LEAF Commercial Capital, Inc.).
Use the Add Dealer button to enter the dealer in your list of Dealers. Delete Dealer will delete a selected dealer from the list. Update Dealer will allow you to update a selected dealer. Clear Data will clear the data from the selected dealer allowing to update.
Completing and Submitting the Application
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 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 each item(s) with a checkbox, then select the Credit Application button.
To fill out the Credit Application:
Select the originating dealer for the application.
- Red fields are REQUIRED
- Will auto-populate some fields from the Opportunity
- You will be notified of any validation issues when you attempt to submit the application
- When you enter City, State, and Postal Code, please make sure they are valid and match the Opportunity. The LEAF system checks these and will go into holding at LEAF until it is checked and approved, which will delay the approval process.
Complete the Customer information.
In the Equipment you will see a list of equipment listed within the Opportunity being submitted with the application. You will also be able to choose if you want to see asset pricing details on the models.
Double clicking on a piece of equipment in the grid will allow you to edit its details.
Deal Structure will show you costs being submitted and allow you to enter Maintenance Fees, Additional Points, choose a Purchase Option, Term of the application, Billing Frequency, and Deferred Options.
To Submit the Credit Application, select the “Submit” button. You will receive a message on whether the submission was successful or not.
Checking the Application Status
In Modules drop-down menu you can choose LEAF Credit Applications to view the decisions at any time for the individual opportunities regardless of the account, you are on. Enter a Start Date for when you would like to view applications for, choose a Submitted by User if you are an Admin or Manager to view the rep you would like to view submitted applications for or leave as a * to view all users submitted applications. Users will only see their own applications submitted. You can double-click on any application and navigate directly to the account.
Last Updated 8/11/2020