Genesis Credit Portal Reference Guide

Transcription

1 Genesis Credit Portal Reference Guide (Pre-Screen esign )

2 Click the Pre-Screen navigation box. Have the applicant sign and date the Customer Information Authorization form. Click the Yes button to indicate that the applicant has consented to share their information.

3 Complete the information on the Pre-Screen page, this includes the: Applicant s First and Last Name Social Security Number Date of Birth Physical Address (must be a street, rural route, or APO / FPO address) Associate Number (or other unique identifier) When No Offer can be made, this screen will be displayed. The applicant will need to make other payment or financing arrangements. When the applicant has been pre-approved, you will receive this screen. Congratulate the applicant and advise them that they have been pre-approved. Click the Next button

4 The Disclosure page will be displayed. Give the applicant control of the computer at this point. Once the applicant has reviewed the Account Disclosures and wants to apply for a Genesis Credit Account, they will enter their address and click the Next button. Note: The applicant s address is required to submit an application. The Credit Application will be displayed. The applicant will enter their information, when complete they will click the Next button. Note: The fields with a red asterisk are required to submit an application.

5 The Confirm Application page will be displayed giving the applicant the opportunity to review the information that will be submitted to Genesis Credit. When the applicant has determined that the information is correct they will click the Submit button. Note: The applicant can click the Edit button to return to the previous screen to make edits as needed. The Sales Associate will resume control of the computer at this point. Ask the applicant for a valid, current government-issued photo ID. Retailer must verify a valid photo ID to ensure the applicant is the person submitting the application. Valid IDs must have an ID number, expiration date, and photo, and are limited to: State Issued Driver s License State Issued Identification Card U.S. Passport U.S. Resident Alien or Green Card U.S. Military ID A U.S. Military ID that has no ID number is not a valid form of ID for the application. Some U.S. Military IDs use the Social Security Number as the ID number. In this case, the Social Security Number is the ID number and is valid to use as it appears on the U.S. Military ID card. A U.S. Military ID that has an issue date, instead of an expiration date is acceptable. Add four years to the issue date to yield the expiration date. Enter the ID information in the For Office Use Only area of the screen and click the next button. Input your Associate Name / Number, your password, and click the Submit button to process the application. The decision will be displayed as one of the following: Declined Pended Approved

6 When an application is declined, advise the applicant that their application has been declined and the creditor will be mailing them a notice with the reasons for the decline. The applicant will need to make other payment or financing arrangements. When the application is pended, Genesis Credit will need to manually review the application before making a decision. A message is displayed directing the retail associate to call partner support When a decision has been made, the Genesis Credit representative will direct the retail associate to click the refresh button to see the updated decision. When the application is approved the Account Transaction screen will be displayed. Congratulate the applicant and advise them: They have been approved; Of the credit line they have been approved for; and They should receive a Welcome Kit within the next 7-10 business days with additional information about their new account including their complete Account Agreement. If the applicant is ready to make a purchase: Input the purchase amount (including taxes and fees as applicable) in the Amount field. Input the Associate ID (or other unique identifier). Input the partner invoice number (must be entered so the account can be billed when the customer takes possession of the merchandise)