Finance Application Retrieval

Finance applications are completely secure on your Boats Group Website.  When a new finance application is submitted you will receive a notification by email, and it will be logged with Boatwizard CRM.  However to retrieve the finance application information you will need to follow these steps:

  • Login to your Boats Group Website
  • With the Dashboard - Navigate to Lead Management - Drop down - Secure finance application
  • Login to Boatwizard when prompted (you will need to be the authorized user for viewing finance applications)
  • View list of all finance applications that can be printed or saved to PDF.

The completed finance applications reside on a secure server and cannot be submitted via email due to security reasons.  If you have any trouble accessing your finance leads please contact your account manager.

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