ABC
Dealer-branded finance portal
ABC Trailer Sales
Trailer financing for customers buying enclosed, cargo, and utility trailers.
Customer Deal Status
Demo customer: Roger Miller
| Step | Status |
|---|---|
| Application Received | Complete |
| Lender Submission | Submitted |
| Approval Decision | Waiting / Conditional |
| Documents Needed | Action Needed |
| Funding Package | Not Started |
Documents Needed
This area would show the customer exactly what is missing before the deal can move to funding.
- Driver license
- Proof of income
- Proof of residence
- Insurance binder, if required
Document upload is disabled in this demonstration.