Toggle on/off Lenders
under review
J
Jillian Gaskins
A toggle (On/Off) after enrollment completed per application basis. Only the Owner/Admin has access to turn on/off the toggle of any lender. After the owner/admin requests for the lender to be toggled off, it alerts the OPTIMUS Rep to advise the dealer. After submission of that lender then the toggle reverts to its original state of checked on.
*More permanent option to un-click for those with client base outside of GS's null credit score scope (TINs)
J
Jillian Gaskins
Note: When GS shuts off a dealer or are in Canada (where GS is unavailable), FTL and Microf should still have the option to access them.
Erin Fuchs
under review
Erin Fuchs
Jillian Gaskins, can you provide a more detailed user experience?
J
Jillian Gaskins
Erin Fuchs: The user would be able to go to the lender selection and request a toggle off with a button that notifies their OPTIMUS regional rep to consult them on the change.