Creating a New Loan Application

To create a new loan application

1. Click the New Application link located in the My Loan Applications grid.

   

   -or-

   From the Menu, select Loan Applications > New Application.

   

2. From the Loan Application Form, select the salesperson from the list. If the salesperson's name does not display, one can be immediately created. Refer to Creating a Salesperson from the Loan Application Form.

   

3. Enter information for the following:
   • Applicant
   • Co-Applicant
   • Unit
   • Trade In
   • Work Sheet

     NOTE: Click Expand All to open the Applicant, Unit Information, Trade In, and Work Sheet sections of the loan application. Conversely, click Collapse All to close these sections. The Co-Applicant section will expand only if the check box is selected.

4. Click Submit when you are finished.

Once the application is submitted, you will not be able to make any changes. However, you can use notes to communicate any changes to Blue Water Finance.