Uplift Agent PortalStep-by-Step User Guide

CONFIDENTIAL © 2019 Uplift USA Rev. v2.0

Step #1: Estimate client’s payments

CONFIDENTIAL © 2019 Uplift USA Rev. v2.0

Enter trip cost ($500-15,000) and insurance , if applicable, in separate fields to estimate

the client’s monthly payments prior to application.

Guide your client through the approval process and

check the status.

Step #2: Finish the application by completing trip and client details

CONFIDENTIAL © 2019 Uplift USA Rev. v2.0

Be sure to completeeach field.

You may send offer link via SMS or email. This will not impact their credit.

Client’s personal information is never shared or re-marketed.

Address must be client’s primary residence, and an email is required.

The mobile number must be the client’s, as it is a part of the verification process.

Step #3: Client interaction—personalized rate and approval

CONFIDENTIAL © 2019 Uplift USA Rev. v2.0

Actual payments language replaces estimated payments.

If approved, the screen will update. Both the agent and the client will

see the exact same terms.

Step #4: Client confirms loan and agent pays suppliers with Uplift card

CONFIDENTIAL © 2019 Uplift USA Rev. v2.0

Client will enter their payment information.

Remaining balance is charged equally over

next 11 months (if autopay is selected).

Uplift virtual Mastercard appears after first succesful payment.

The card may be charged multiple times up to the amount approved. Ensure that the entire value of the card is used prior

to closing the window.

Step #5: Enter booking or reservation number(s) details

CONFIDENTIAL © 2019 Uplift USA Rev. v2.0

Confirmation that the trip is booked appears

on the agent screen

Final agent step: Enter booking confirmation

number(s)

Script finishes when client’s first payment is successfully submitted

Client Message #1 Client Message #2

Client and advisor adverse or decline messaging

CONFIDENTIAL © 2019 Uplift USA Rev. v2.0

Notification is sent when the client is declined.

Adverse decision appears on client’s screen.

A text message is sent to the client within 24 hours with a link that provides context for the decision.

A written letter is also mailed within 7-10 business days.

Approval decision: Client mobile experience screens

CONFIDENTIAL © 2019 Uplift USA Rev. v2.0

APPLYClientdetails

ACCEPTCredit check and application terms

CONFIRMLoan offer

details

ACCEPTTruth in lending

disclosure

CONFIRMFirst payment and autopay selection