Once a customer has selected a loan and completed the final approval process with the lender, you will receive a notification prompting you to create a Purchase Order (PO).
The PO will been sent to your Customer to approve the funds transfer to you. Once approved by the Customer, it’s complete!
Instructions for creating the Order:
- Log into your Dashboard: https://app.paypossible.com/account/sign-in/
- Select the Loan and scroll to the bottom
- Select 'Create Order'
- Select 'Edit'
- Provide the PO info such as Product Description and Cost (only select 'Add Item' if there are multiple products) and select 'Save'
- Scroll to the top and select 'Done'
- Select 'Send'