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.