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Step-by-Step Guide: Submitting Applications in Horizon 2 (Asset Loan only)

Written by OXCEL AI

1. Logging In & Navigating the Dashboard

  • Enter your login credentials

  • The Home Dashboard provides a quick overview of your leads and applications

2. Creating a New Application

1️⃣ Click “Create” at the top-right corner
2️⃣ Select “New Application”
3️⃣ Fill in the required client and loan details
4️⃣ Attach necessary documents
5️⃣ Click “Submit” for processing

3. Searching & Tracking Applications

  • Use the Search Bar on the home page to find specific applications

  • View deal status under “My Last 5 Deals in Progress”

  • Check financing details in the Reports section

4. Managing Commissions & Payments

  • View your latest commission payments in the Reports section

  • Track your settlement dates and financing approvals

  • If there are any commission discrepancies, contact [email protected]

5. Need Assistance?

For any technical or account-related issues:
📧 Email [email protected]
📞 Use the Contact Us feature on the platform

Master Horizon 2 today and streamline your brokering experience!

Important Note - Horizon 2 is for Asset Brokers Only

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