My customer isn't seeing the right loan product.

Just a quick heads-up! Not every customer will qualify for every product. But no worries — if they’re not eligible for the specific option, the system will automatically show them other available offers from your rate sheet.

 It might be a good idea to check in with your Regional Sales Manager or Merchant Success Representative to make sure your rate card is set up to cover all eligible customers. We want to ensure that every eligible customer has a chance to move forward and help you close the sale! 😊