Financing

Purpose

Financing is the credit desk: applications, status, lender, and a detail sheet. Search and status chips narrow the queue.

Where to open it

Portal path: /financing

Nav: Financing

Page title: Financing

Who can use it

Administrator, Sales manager, and Finance. Sales rep and Viewer do not see Financing.

Video tour

Applications table — search, status chips, seeded rows.

Step-by-step

1. Open Financing (/financing).
2. Wait for application rows.
3. Filter by status when you are working a queue.
4. Open a row for the sheet. Edit only with financing.edit.

Actions reference

Action	Where in UI	Notes
Search	Toolbar	Applicant, number, lender
Status chips	Under search	Draft through Funded

Tips

• In review is the live queue. Funded is history.

Look out for

You should see applications such as Azure Yacht & Auto and status chips including In review. Header stats load with the table.

See also

• Dashboard — Awaiting credit on the home screen