accessing pending or saved loan applications ©2014 comprehensive finance, llc

Accessing Pending or

Saved Loan Applications

©2014 Comprehensive Finance, LLC

©2014 Comprehensive Finance, LLC

Move your cursor over the operations tab.

©2014 Comprehensive Finance, LLC

Click on “New Applications”.

©2014 Comprehensive Finance, LLC

All saved patient loan applications are listed below.

©2014 Comprehensive Finance, LLC

Use the “Search” feature if you do not see the patient’s application you are looking for below.

©2014 Comprehensive Finance, LLC

Once you find the saved patient application you are looking for click “edit”.

©2014 Comprehensive Finance, LLC

Once you find the saved patient application you are

looking for click “edit”. If you have previously printed the loan agreements and need to make changes click “Reopen Application”.

If you have not previously printed the patient’s loan contracts disregard this step.

You can make any changes to the patient’s pending loan application in the fields below.

Click “Save Progress” if you made any changes.

Click “Save Progress” if you made any changes.

Once you are ready to print the agreement for the patient to sign, simply click “Print Agreement”. Have the patient sign the printed loan contracts and fax the loan documents to Compassionate Finance.

Once you have faxed the signed documents to Compassionate Finance click on “Complete”.

Congratulations!

Click “Next Module” to take the quiz.

©2014 Comprehensive Finance, LLC

Next Module