ClickServ Resources
ClickServ is a low-touch, proprietary origination platform for application submission, automated decisioning and to provide user-focused dashboards and various reporting capabilities to meet our customers’ needs and requirements.
Release Notes
What's New:
Login Application | ||
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Login Message |
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Application Entry Message Change | ||
Review and Submit Panel |
The acceptance language on the review and submit has been updated to state: “I have read |
Application Entry Field Changes | |
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New Password Requirements |
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Invalid email address or password |
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Updates to your landing page. |
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On the application entry screen, Borrower Information Panel, the Business Owner Field has a type ahead feature to ID the Legal name of the Business Customer. |
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On the application entry screen, the State field is now a drop down to select the correct state. |
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Application Entry Field Changes | |
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On the application entry screen, Borrower Panel, the "Business Type" field is now mandatory. |
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Updated language on the Credit Approval Notice. |
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Update to the "Additional Information Panel" |
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Application Entry Field Changes | |
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On the application entry screen; the question: 'Is the equipment associated with this application intended to be leased or rented to a 3rd party?' Has a new required field. |
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On the application entry screen; a new |
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There are several updates to the “Equipment and Pricing” panel. |
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Supporting References
The purpose of this document is to provide guidance for logging in and entering an application on the external ClickServ portal.
The purpose of this document is to provide guidance for logging in and entering an application on the external ClickServ portal.
The purpose of this document is to provide guidance for logging in and entering an application on the external ClickServ portal.
The purpose of this document is to…
• When you login to your
ClickServ Portal, you will be
on your landing page
• Click on the App Inquiry
Tab to begin your search
Support
For additional support, please contact your Finance Manager, or
Tom Martin
Phone: 610-909-0146
Email: Clickserv@leaserv.com