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      2. Credit Forms | Account Applications

      How to handle or approve a Pending Signature customer

      You may have a customer that is in Pending Signature status that you would like to approve without the personal guarantee signing the application.

      You may have a customer that is in Pending Signature status that you would like to approve without the personal guarantee signing the application.

      In this case you can follow these steps:

      1. Log into app.pencilpay.com with you Pencil login.
      2. Go to Customers
      3. Change the "Status" filter to "Pending Signature" and find your customer.
      4. Click on the "More Actions" -> Customer Settings for this customer.
      5. Toggle OFF "Personal Guarantee Required".
      6. Close the popup.
      7. Refresh your browser (Control R (Windows) or Command R (Mac) or click the reload icon in your browser.
      8. Then click on "More Actions" for the customer and you will see the Approve option.

      Please see the video below for a demo.