Finance Application

Enter an IRSLogics Case ID to load the client.

IRSLogics Case ID

Application Details

Amount financed * Pulled from the Finance tab.

Submit application to

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Edit Mapping Blue

Every field below is what we'll send for this application, with the source it came from. Edits save as you type; close this window when you're done.

ⓘ These fields were pulled from the intake call recording — verify them before submitting. Verify each field against the call recording before submitting; correct any field that doesn't match what the applicant verbally provided.

SANDBOX Submissions go to the sandbox endpoint, not production.

🧪 Pick test subject: Selecting a subject auto-fills first/last name, SSN, street, city, state, ZIP. Sandbox returns the matched test record's credit profile.

Case — · — · 0 fields ·

Edit Mapping — UCFS Green

Every field below is what we'll send to UCFS. Edits are saved as you type. Close this window and click Submit Application when you're done.

Case — · — ·

Add a co-signer to this Silver application

The payment method is in someone else's name. Silver needs that person on the application as a co-signer before the contract can go out. This adds them to the existing application — it does not start a new one and does not run credit again.

First name* Last name* Middle name Date of birth* SSN* Phone Email Street address City State ZIP

The SSN is sent straight to Silver and is never stored or shown again here.

Client needs to call Lender Blue

Once the client clears this with Blue, the result here updates on its own.

Monterey Financial

Tell the client

Applicant consent confirmation

Before submitting, confirm all of the following:

The applicant texted their consent to the application disclosure before this application was opened.
Every pre-populated field below was captured directly from the applicant on this recorded call and reflects what they verbally provided.
You followed the MFS-approved telephonic application script during the call.

This application will be submitted to:

This is a new application and a new credit pull. To only change the amount or terms, use Finalize, step 1.

Sign in to HFD (Orange)

HFD hasn’t issued us API access yet, so Orange runs through their portal — which needs you signed in. Click below to open HFD, get past its security check, and sign in. The application runs automatically once you’re in, and you won’t be asked again until the session expires.

Waiting for sign-in…

Finalize — Finance Transfer

Add New Payment Method

Card number

Expires

CVV

Bank name Routing # Account #

Name on account

Billing address Use client information

Street

Apt #

City

State

Zip

Used for this contract only — not saved to the case.

Can't finalize yet

Still missing items

You can finish the wizard now — the case routes so the finance team chases what's left. Confirm you're submitting WITHOUT: