Home is where the heart is and at VaultPay, the Home page is the heart of all your payment option needs!
You can access different aspects of the portal from here. The default starts within Applications.
1. Applications: List of open applications.
2. New Application: This is where you can start a new application.
3. Quick Quote: Generate a quote to send to the customer.
4. Send Application Link: Send the application link to the customer to complete on their own time.
5. Help Center: A library of self-help videos and articles.
6. Messenger: Send us a message.
7. Logout
Note:
· Rep: can only see their own deals, and only have access to the application process
· Admin: can see all deals submitted by all reps and admin, can submit the application for funding process