ClickServ Resources


ClickServ is a low-touch, proprietary origination platform for application submission, automated decisioning and to provide user-focused dashboards and various reporting capabilities to meet our customers’ needs and requirements.

Update 1.5 August 2023

Application Entry Field Changes  
On the application entry screen; the question: 'Is the equipment associated with this application intended to be leased or rented to a 3rd party?' Has a new required field.
  • Previously, on the application entry screen this question was defaulted to “No” 
  • You will now be required to select either “yes” or “no” to submit the application
On the application entry screen; a new field “Is this a first time buyer” has been added
  • There is a new required field to indicate whether this customer “Is a first time buyer” please select the appropriate response “Yes or No”
There are several updates to the “Equipment and Pricing” panel.
  • The “Term” field will now require you to add the months in a text box, rather than as a drop down option.
  • A new equipment model has been added to the drop down for “Model”. You now can select a “Mini Excavator Model 35Z” as an option.
  • A new option to “ +Add costs” is now available to indicate the amount for a “Financed Buy Out”. This cost will be reflected in the “Total Amount Requested” at the bottom of the “Equipment and Pricing” panel.
  • The “Description” field is now optional and does not require information to proceed.
  • If your Dealership adds to the defaulted Financed Doc fee, please overwrite the $500, and enter the amount used by your dealership.

Supporting References

User Guide for Account Setup & Login

The purpose of this document is to provide guidance for logging in and entering an application on the external ClickServ portal.

User Guide for Applications Entry – Entering a Credit Application

The purpose of this document is to provide guidance for logging in and entering an application on the external ClickServ portal.

User Guide for Applications Entry – Application Inquiry

The purpose of this document is to…

• When you login to your
  ClickServ Portal, you will be
  on your landing page

• Click on the App Inquiry
  Tab to begin your search

Support

For additional support, please contact your JCB Finance Manager, or

Customer Service Human Image

Tom Martin

Phone: 610-909-0146
Email: tmartin@pnc.com