As soon as a prospect starts an application it will appear on your Pipeline page, irrespective of whether they have completed it or not. As your prospect moves through their application you will be able to 'Track' the provided information from the credit file.

To view a customer application:


1. Go to the applications credit file from the Pipeline page;
2. Use the left-hand menu to click through the sections of the application. Once your customer has provided their details, they will appear in the content zone (middle of the page).

3. Their contact details can be found on either the Business Details, Trading Details, or eSignature page.