Part 1 Setting up
Videos 1–5 · 12:47
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Platform overview: portals, orders and credit
A tour of the portals, how orders move, and where credit fits.
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Onboarding a lender and setting up its scorecard
A lender is added, and its scorecard is set up and tried in the simulator.
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Approvals and email alerts
How an approval is given, and the email alerts that go with it.
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Running the simulator with a real employer
The simulator run against a real employer's setup.
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Part 2 The customer applies and credit decides
Videos 6–11 · 11:10
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Manual credit score: waiting for the decision
What the customer sees while their credit score is checked by hand.
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Manual credit checks and customer alerts
A credit check done by hand, and the alerts the customer receives.
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Tracking credit approval and the customer's journey
Following a customer from credit approval onwards.
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Tracking applications and repayments
Where customer applications and repayments are followed.
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Part 3 Delivery, plan live, repayment
Videos 12–14 · 6:02
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How dealers fulfil financed orders online
A dealer takes a financed order through to fulfilment online.
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Part 4 Dealer payouts and lender reports
Videos 15–17 · 4:00
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Inviting lender staff and giving report access
An admin invites the lender's staff and gives them access to reports.
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Viewing and downloading lender reports
The lender's standard reports, and how to download them.
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Part 5 When an identity check fails
Video 18 · 0:56
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Reviewing a failed identity check
What an admin does when a customer's identity check fails.
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