Customers cannot access financing offers on their own — you must first invite them through the CRM. Here's how the process works:
Invite your customer through the CRM to view financing offers
Customer receives access to the Offer Wall, where the U.S. Bank/Avvance offer will be displayed
Customer clicks "Apply" on the U.S. Bank/Avvance offer, which will open a new window for them to complete their loan application
Track the progress of your customer's loan application at any time directly within the CRM, from the projects tab