How to Download Your Finance Form Submissions in the CRM

1. Login to the High Impact CRM at https://app.highimpactdealer.com

2. Click the “Finance Applications” Button (on the left side menu at the bottom)

3. Follow these 3 steps on the screen shot below:

Important Reminder:
You will need to contact the applicant to collect the following 3 pieces of information.
They see this (below) when they’re submitting it so it will be a call they’re expecting.

 

 

 

 

 

How to Download Your Finance Form Submissions in the CRM