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To Do Queue

  1. Login to the Uportal
  2. Click To Do Queue
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Locate Consumers Account

  1. Search for the consumers Name/email/application ID
Please note- Status will reflect “Pending Merchant Charge” Screenshot 2026-02-20 112858.png Status will reflect “Pending Merchant Charge”* status.png 4.Click on View view.png
  1. Click “Edit Charge Amount” editchargeamount.png
  2. Enter Cash Price, Down Payment and Charge Description
cashprice.png ** *Please note if entering in a down payment, the down payment will deduct from the cash price. ​ *For example, if the package price is 2,000, enter 2,000 into the Down Payment line. The term will then adjust to show that the consumer is only financing $8,000.
  1. Select the term that the consumer qualifies for and click the “Update” button to continue. If the consumer qualifies for multiple terms, all options will appear for the consumer. The chosen term will be pre-selected.
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  1. After the financing details have been entered, you can click the “Send Link” button to the consumer to finish the application. The “Edit Charge Amount” button is now grey, but the charge amount can still be updated it needed. Link.png