DOCUMENT PREPARATION

Our online system is a convenient and easy way to submit and manage applications, clear stipulations, and generate pre-filled PDF loan documents/contracts for approved applications.

Select the “Application Manager” link in the upper right-hand corner above and log in using your assigned username and password.  Fill in all required customer and loan information. Required information is marked with an asterisk (*).
You may edit the loan product, term, amount, or number of applicants for any submitted application.  You may also edit applicant information (e.g. update phone number or address)
or add a note to the application.
Stipulations may be uploaded directly into the application file for your convenience. Acceptable file types include PDF and JPG.
PDF documents may be generated for all approved applications.
You will have an opportunity to verify that all information is accurate, then print pre-filled documents for wet signatures with
the customer.
UPDATE DIRECT DEPOSIT INFORMATION
ELECTRONIC LIEN TRANSFER (ELT)
customer financing for contractors
FUNDING CHECKLIST
SIGN UP AS A NEW DEALER

COMMON DOCUMENTS

Looking for a common Medallion Bank document? Use the links above or log in to Application Manager for additional content.

SECURE ACCESS

You may access pre-filled documents and contracts for your Medallion Bank deals, including those submitted through Dealertrack & AppOne, by signing in to “Application Manager” above.
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