Application Sources are where you receive your applications from. They can be your own website, Facebook enquiries, your introducers such as a car dealer, a lead generator, etc.
For a finance broker, the Sources area is where you would set up your introducers (dealers) to have access to the Source Portal of AutoConvert, to input their customers details.
How to add a Source:
Settings > Application > Sources
Once the Source(s) have been created they will appear in the summary (pictured above) Now you can click on the blue "+" to start adding 3rd party links, source contacts and linked users:
- 3rd Party is used when applications are coming in from another system i.e. Codeweavers
Image link - Source Contact is where you can link the Source to a Contact
- (Contacts are covered here)
Image link
- (Contacts are covered here)
- Linked user is how to create an Introducer (dealer) to manually input applications
