Xerox Financial Services Canada (XFSC)Leasing the way you want it

© 2012 Xerox Corporation. All rights reserved. XEROX®, and XEROX and Design® are trademarks of Xerox Corporation in the United States and/or other countries. Xerox Canada Ltd. is the licensee of all the trademarks. 2012-02-00025

Quick Application – Blistering Fast Credit Decisions• Fast• Simple• Effective• Available 24/7

Quick Application3 easy steps for approving credithttps://xfs.cyence.com

1. Enter part of the client’s Legal Name, or Operating Name and Location Details then press the “Search” button

2. After selecting your client’s name from the “List Of Similars”, Select the Program in the drop down menu and then Tab through the remaining fi elds to update the lease details

3. Hit the “Submit To Credit” button and monitor the Status Page for updates – the initial credit response is immediate

Please contact us:

Xerox Financial Services Canada (XFSC)XFSC-CustomerService@xerox.com

Xerox Financial Services Canada XFSC Training Manual "Cheat-Sheet"

©2011 Xerox Corporation. All rights reserved. XEROX® and XEROX and Design® are trademarks of Xerox Corporation in the United States and/or other countries. XFSFY-03UA

Login - Status - Quick Application

Login

1. Click on Link to enter XFSenter XFSenter XFSenter XFSCCCC application systemapplication systemapplication systemapplication system: https://xfs.cyence.com/expressos/login.aspx

2. Enter (User NameUser NameUser NameUser Name) and (PasswordPasswordPasswordPassword)…click "LoginLoginLoginLogin”…you will refresh to Status Page

Password can be modified by clicking on "My Items" on the tool bar (upper right)

Track the Status of your Credit request 24 hours a day

VVVView iew iew iew transactional transactional transactional transactional status status status status … Sort by column headers or search using "FilterFilterFilterFilter" options (upper left)

Match your Customer to our Business Report data-base

1: Click on "Quick AppQuick AppQuick AppQuick App" – (upper right)

Just enter (LegLegLegLegal Nameal Nameal Nameal Name), (ProvinceProvinceProvinceProvince), (CityCityCityCity) and (AddressAddressAddressAddress); click "SearchSearchSearchSearch"… for a listing of business reports

- Click "seseseselectlectlectlect" next to your customer … use ‘Address’ and ‘Phone” to confirm

- If NO MATCH … click "Extended SearchExtended SearchExtended SearchExtended Search"

- Still NO MATCH … click "No MatchNo MatchNo MatchNo Match" … add applicant add applicant add applicant add applicant infoinfoinfoinfo … click "Save ApplicantSave ApplicantSave ApplicantSave Applicant"

All of these options will take you to the "Quick App" page

Enter "Quick App"…with minimal information

1. Confirm or Select "Company TypeCompany TypeCompany TypeCompany Type" - then continue onto lower screen

Always select "Corporation"

2. Page down to "Transaction Info" section and select "ProgProgProgProgramramramram" type (right) and allow for refresh

3. Enter "Equipment CostEquipment CostEquipment CostEquipment Cost", and dropdropdropdrop----box select (or tbox select (or tbox select (or tbox select (or tab through) remainingab through) remainingab through) remainingab through) remaining itemsitemsitemsitems

5. Add notes, if desired, in "Notes For Credit" section

6. Click "Submit to CreditSubmit to CreditSubmit to CreditSubmit to Credit"…

Lease Management TeamLease Management TeamLease Management TeamLease Management Team

1-855-771-7641

xfsc-customerservice@xerox.com

Xerox Financial Services Canada Ltd- 5650 Yonge St – Toronto, ON M2M 4G7

Xerox Financial Services Canada XFSC Training Manual "Cheat-Sheet"

Page 2

Additional Information Requested

"Additional Information Required Notification" - From "Status" page

1. Find your transaction (use “Filter” if needed) and click on "Additional Information RequiredAdditional Information RequiredAdditional Information RequiredAdditional Information Required"

2. In left column, click "NotesNotesNotesNotes" … window will open with record of account notes

3. Click on appropriate "Note IDNote IDNote IDNote ID" for message (this will be the “Edit Note” window)

From the ‘Edit Note’ window

1. If only a written comment is required …

a. Select "AddAddAddAdd" at bottom … new window will open

b. Select "Comment TypeComment TypeComment TypeComment Type"

c. Enter SubjectSubjectSubjectSubject and NoteNoteNoteNote

d. Click on "Save and CloseSave and CloseSave and CloseSave and Close"

e. Resubmit Application per belowResubmit Application per belowResubmit Application per belowResubmit Application per below

2. If document(s) are requested …

a. In left column, click on "Document UploadDocument UploadDocument UploadDocument Upload"

b. Use the "General AttachmentsGeneral AttachmentsGeneral AttachmentsGeneral Attachments" section; click "Attachment UploadAttachment UploadAttachment UploadAttachment Upload"

c. Browse and attach docBrowse and attach docBrowse and attach docBrowse and attach documentsumentsumentsuments … as you would with e-mail

d. Add brief descriptionAdd brief descriptionAdd brief descriptionAdd brief description in subject line

e. Page down and click "UploadUploadUploadUpload"; use multiple uploads if data exceeds maximum of 4mb

f. Resubmit Application per belowResubmit Application per belowResubmit Application per belowResubmit Application per below

Resubmit Application

1. Click on “ResubmitResubmitResubmitResubmit” (left column)

2. Change status (lower left drop box) to “Resubmit with Additional InformationResubmit with Additional InformationResubmit with Additional InformationResubmit with Additional Information”

3. Click on “Save/LeaveSave/LeaveSave/LeaveSave/Leave” (upper middle)

You will receive a ‘Status Update’ e-mail after credit reviews your note and or uploaded data

Lease Management TeamLease Management TeamLease Management TeamLease Management Team

1-855-771-7641

xfsc-customerservice@xerox.com

Xerox Financial Services Canada Ltd- 5650 Yonge St – Toronto, ON M2M 4G7

Xerox Financial Services Canada XFSC Training Manual "Cheat-Sheet"

Page 3

Documentation and Funding

Documenting a Transaction- (Lease Contract Paperwork)

1. Determine the Lease Program – FMV or $1 END and open the editable PDF version of the XFS Lease Documents. Available online: https://www.office.xerox.com/resellers/na_common/programs/xfs/index.html

2. Find your transaction and reference the ‘Transaction #’ along with your ‘Canadian Reseller Name’ on the lease. Complete the editable fields making sure to use the customer’s full legal name and to include the correct billing address, contact name & phone number.

3. Print or Email the completed Lease Contract for your client to sign and date.

4. D&A: Please note that Delivery and Acceptance forms are required on all transactions – to be signed by the client upon delivery of their new solution.

*The Lease Contract number will be auto-generated & assigned once the transaction has been booked.

Booking/Funding a Transaction

1. Save the signed lease paperwork to your PC (we do not require the original paperwork, but the digital copy needs to be legible).

2. Click on the TransactionTransactionTransactionTransaction #### of your deal.

3. In the Left Pane Window, click “Document UploadDocument UploadDocument UploadDocument Upload” under Transaction Options.

4. Click “Article UploadArticle UploadArticle UploadArticle Upload” button.

5. Browse and locate your saved copy of the signed lease and attach the file(s).

6. Scroll down to the bottom of the Upload ArticleUpload ArticleUpload ArticleUpload Article page and press the “Upload” button.

*The confirmation for each successful file upload will appear in green near the top of the page. File sizes cannot exceed 4MB per file

1. Click on transaction’s status; "Auto ApprovedAuto ApprovedAuto ApprovedAuto Approved" or "Conditional ApprovalConditional ApprovalConditional ApprovalConditional Approval"

2. In Left Pane Window click "Documents and AuditingDocuments and AuditingDocuments and AuditingDocuments and Auditing" under XFS Lease AdminXFS Lease AdminXFS Lease AdminXFS Lease Admin WizardWizardWizardWizard.

3. Change “SSSStatustatustatustatus” drop-box (center) to “Ready For AudiReady For AudiReady For AudiReady For Auditttt”

4. Click “Update StatusUpdate StatusUpdate StatusUpdate Status” button (just below)

5. Click Status PageStatus PageStatus PageStatus Page (upper right) - confirm that transaction’s status reads “Ready For AuditReady For AuditReady For AuditReady For Audit”

You will receive an e-mail notification if any additional information is required for funding

Lease Management TeamLease Management TeamLease Management TeamLease Management Team

1-855-771-7641

xfsc-customerservice@xerox.com

Xerox Financial Services Canada Ltd- 5650 Yonge St – Toronto, ON M2M 4G7