- START THE APPLICATION – Enter it in the portal (Face to face)/Via normal advertising channels or send the customer a link to complete it themselves. Each application gets its own unique reference such as FCX0000.
- PRIVACY DISCLOSURE – The customer acknowledges the Privacy Act disclosure and the outcome is recorded automatically.
- COLLECT DOCUMENTS AND BANK FEEDS – Secure SMS and Email requests (With your company branding) go out for any required items for finance company consideration.
- SUBMIT TO YOUR LENDER FACILITIES – The completed application along with required documentation goes straight to your chosen lender’s system.
- TRACK THE OUTCOME – Comments, conditions and decisions flow back into the portal.
Example only: bank account 00-0000-0000000-00. FinConnectX never asks for card numbers by SMS.