Cisco Capital @once Trainingonce finance , Cisco Capital’s proprietary family of internet products provides online financing quickly and efficiently at the point of sale. From application

© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 1

Cisco Capital@once Training


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Agenda

� About @oncefinance

� Login and password administration

� Home page and work queue

� Application entry

� Application pipeline reporting

� Portfolio reports

� Lease inquiry

� Document inquiry

� Support


@once finance, Cisco Capital’s proprietary family of internet pr oducts provides online financing quickly and efficiently at the poi nt of sale. From application submission, credit decision, add ons, trade-ups and reporting - @once finance, our primary e-commerce tool, gives you what you’re looking for. Real-time transaction status and fast turn-around to help you manage your sales and customers more effectively.

@once finance is directly linked to automated credit scoring, ena bling the submission of applications online, the management o f pipeline business, and the virtual review of portfolios.

@once finance brings you maximum efficiency in your sales process with

■ Faster on the spot credit decisioning

■ Reduced paperwork and online documentation

■ Portfolio management tools

Our uniform international e-commerce tool gives you a competitive advantage and keeps you ahead in your market.

About @once financeAbout @oncefinance


Accessing @once finance

We have added a new layer of security to protect yo ur @once finance account information. To access the @once finance financial services tools, please point your browser to http://www.oncefinance.com . Then click on the “Login via PortalSupportOnline TM” link to get to the secure login page.

Login and Password Administration



Logging into @oncefinance

Enter your User ID and password. Then click the Submit button to be taken to the @oncefinance homepage.

Forgot your @oncefinance password?

1. Click on the Forgot Password link on the PortalSupportOnline secure log in page.

2. Follow on-screen instructions.

3.You will receive a temporary password via email.

4. After you sign-in using your temporary password, you will be prompted to create a new password that conforms to our new, more secure standards.



@once finance homepage

Your @once finance Home Page gives you a personalized view of your @once finance related tools as well as relevant news and documentation.


You will automaticallyconnect through this link to our suite of @oncefinanceon-line services,including Credit Applications, Application Status Updates, Rate Cards, Trade-Up Quotes and Portfolio Reports.


Homepage and Work Queue

Opens up new browser window which will display your recent credit applications. From here, you can navigate to access the @one services.



Application Entry

To submit a credit application click on Apply, then select Lease Application and Standard Lease.

Application Entry


On the vendor selection page, click on your Business Name. If you have multiple locations, you may chose the correct location for the transaction.

Application Entry


On the Customer Search page, enter either the custo mer’s Phone Number, or the Customer Name and Customer Zip Code. Click Search.

Application Entry

If the Customer is in our data base, you will save time by eliminating data entry!


The Customer Search result page displays a list of customers that match your search criteria. If you see your customer, just Click on their Customer Name link. If you do not see your customer, click on the link “Click to create a new customer.”

Application Entry


If you created a new customer, the customer’s contact information needs to be added. The customer information will be stored once the first application has been submitted.

Application Entry


If you selected an existingcustomer, the customer information is pre-populated in the Applicant Section of the application form.

Start entering the application information. To view required information (displayed in red), click on the Submit button on the bottom of the application form.

In addition to the required fields, the box for customer authorizing a credit investigation needs to be checked even if personal credit information is not provided.

Application Entry


You can obtain accurate lease documents via e-mail, for transactions under $100,000, by entering the solution information and requested lease terms.

Start by entering the correct Solution Type from th e drop down box.

Once complete, enter the Cost Breakdown Amounts. We offer one bucket pricing for transactions under $100,000 and all cost may be inc luded in the Total Amount Financed section.

Application Entry


Under Requested Lease Rates you will find our curre nt lease options and promotions. Select the appropriate option for your transaction.

Application Entry

Complete the Lease Structure Information by indicat ing the requested lease term, purchase option and payment frequency.


Principal Information is required if Proprietorship is selected as business structure.

Application Entry


Application Status Updates provide automatic e-mail updates when there are changes in the status of credit applicat ions. The emails update you when we receive the application and make credit decisions.

After clicking on the Submit this Application button the application can be reviewed before submitting for credit approval.

Application Entry

Enter your e-mail information for Status Updates.

You may also add additional e-mail addresses for status updates.

It is recommended that the Customer not be listed for Status Updates.


A notification is emailed to you when the applicati on has been received.

Application Entry


Your homepage will display the application as Pending.

Application Entry


A notification is also emailed to you when applicat ions are approved. These emails generally include an Approval Letter a nd Document Package that details the exact terms of our approval.

Application Entry

Approval Letter PDF included with approvals up to $250,000.00

Document PDF included with approvals up to $100,000.00


Application Entry

Approval Letter


Application Entry

The 1st page of the document PDF contains simple and easy to follow instructions for you or you customer to complete the contract.

Once we receive the completed documents your PO will be issued.

If the transaction changes and the terms of the initial approval need to be modified, contact 866-Cisco-80 for assistance.


Application Entry

Lease Agreement

Customer Signature

Box


Application Pipeline Reporting

An Credit Application activity or “pipeline” report can be accessed via @oncefinance.

To generate the report, click on Search, then Applications.



You can search for application activity using various criteria.

To perform a search for applications submitted within a certain time period, enter a From and To date, then click on Search.



A summary of the search results is presented and grouped by application status (pending, approved, booked, etc.).



You can drill into a listing of applications for ea ch status.

Listing of applications can be presented on screen or exported to Excel.


TEST CUSTOMER 2

TEST CUSTOMER 4

TEST CUSTOMER 1

TEST CUSTOMER 3

TEST CUSTOMER 5


CUSTOMER CUSTOMER CUSTOMER CUSTOMER

You can drill into additional details for each application.

Details such as credit decision response times appear on the status page.

Additional left-hand links provide access to other details on the application. For example, the General Information link displays the approved application amount, lease rate factor and monthly payment amount.



You can filter your search using various criteria; e.g. you can search for Bookeddeals.



Next, you’ll see the Summary Result page. You can also drill down to detailed listing for each booking.



You can view a report of all your customers’ paymen t status through menu option Reports/Partner Portfolio Report.

Portfolio ReportsPortfolio Reports


Searches for lease details can be performed through menu option Search/Leases. You can search by using one of 4 criteria.

Lease InquiryLease Inquiry


Document Inquiry

If applicable, approval letters and lease documents generated can also be accessed by clicking on Search, then Documents. You can search for documents by specific transactio n number ( Branch-Application Number-Suffix or INET ID) or perform a general search by date range.

Document Inquiry


Q and A
