White Cup has partnered with LEAF Credit Solutions to provide a seamless way for users to submit credit applications through Sherpa. This document provides step-by-step procedures on how to configure LEAF in Sherpa.

Configuring LEAF in Sherpa

1. Within Sherpa, select Administration.
2. In the Administrator System screen, select Third Party Tools.
3. Select Credit Applications. The Credit Application Credentials section appears.
4. Within the Credit Application Credentials section, click the Bank dropdown and select Add. The Add Credentials window appears.                                               
5. Within this window, do the following:
   1. Click the Bank dropdown and select LEAF.
   2. Enter in a name for the bank (i.e., this could be a specific branch name)
   3. Under Credentials, enter in the Security Token and the LEAF Dealer Reference Number. These values are provided by LEAF.       
6. Click Save.

Configuring Users for Leaf

Sherpa allows for the admin configuring LEAF to enable specific users within their organization to submit credit applications to LEAF, as well as view credit application decisions.

1. Within the Credit Application Credentials section, expand the LEAF bank by clicking the (+) symbol. The List of authorized users displays.
2. In the Authorized column, select the users to enable them the ability to submit credit applications and view credit application decisions.