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Capital Page User Guide
Updated over 4 months ago

Welcome to the Capital Page of RentalTide! This guide will help you navigate and utilize all the features available on the Capital Page, ensuring you can efficiently apply for capital to support your business needs.


Introduction

The Capital Page is designed to facilitate your application for capital funding, allowing you to request financial support ranging from $1,000 to $50,000 with competitive APR rates. Whether you're looking to expand your business, manage personal expenses, or invest in new assets like boats, this page provides a straightforward and secure way to submit your capital requests.


Dashboard Overview

Upon accessing the Capital Page, you'll encounter the following key components:

  • Page Header:

    • Title: "Apply for Capital"

    • Subtitle: "Get up to $50,000 with an APR of 7.99% or higher"

  • Information Alert:

    • Icon: Arrow icon indicating important information

    • Message: Highlights competitive rates and encourages immediate application

  • Application Form:

    • Fields: Full Name, Email Address, Phone Number, Loan Amount, Purpose of Loan

    • Submit Button: "Apply Now" button to submit the form

  • Submission Alerts:

    • Success Alert: Confirms successful submission of the application

    • Error Alert: Indicates issues with form submission or validation errors

  • Additional Information:

    • Terms and Conditions Link: Provides access to the application's terms and conditions


Using the Capital Page

Efficiently apply for capital by following the intuitive steps outlined below. This section covers filling out the application form, understanding form validation, and submitting your request.

Filling Out the Application Form

The Application Form is the core component of the Capital Page, where you provide the necessary details to apply for capital funding.

Form Fields:

  1. Full Name

    • Description: Enter your legal full name.

    • Type: Text input

    • Validation: Required field; cannot be empty.

  2. Email Address

    • Description: Provide a valid email address for communication.

    • Type: Email input

    • Validation: Required field; must follow standard email format.

  3. Phone Number

    • Description: Enter your contact phone number.

    • Type: Telephone input

    • Validation: Required field; cannot be empty.

  4. Loan Amount ($)

    • Description: Specify the amount you wish to borrow.

    • Type: Number input

    • Validation: Required field; must be between $1,000 and $50,000.

  5. Purpose of Loan

    • Description: Select the reason for your loan application.

    • Type: Combobox (Dropdown) selection

    • Options:

      • Business Expansion

      • Personal Expenses

      • Business Debt

      • Boat Purchase

      • Other

    • Validation: Required field; must select one of the provided options.

Usage Tips:

  • Accurate Information: Ensure all fields are filled with accurate and up-to-date information to prevent delays in processing your application.

  • Purpose Selection: Choose the purpose that best fits your financial needs. If your reason isn't listed, select "Other" and provide additional details if prompted.

Form Validation

The application form includes robust validation to ensure all necessary information is provided correctly before submission.

Validation Rules:

  • Full Name: Cannot be empty.

  • Email Address: Must be a valid email format (e.g., [email protected]).

  • Phone Number: Cannot be empty.

  • Loan Amount: Must be a number between $1,000 and $50,000.

  • Purpose of Loan: Must select one of the provided options.

Error Handling:

  • Real-Time Validation: As you fill out the form, validation errors will appear below each field if the input does not meet the required criteria.

  • Submission Prevention: The form will not submit until all validation errors are resolved.

Usage Tips:

  • Prompt Correction: Address validation errors immediately to ensure a smooth submission process.

  • Format Adherence: Pay attention to input formats, especially for email addresses and numerical values.

Submitting the Form

Once all form fields are correctly filled out and validated, you can submit your capital application.

Steps to Submit:

  1. Review Information:

    • Ensure all form fields are accurately filled.

    • Double-check your loan amount and purpose selection.

  2. Submit Application:

    • Click the "Apply Now" button at the bottom of the form.

    • The button will display a loading state ("Submitting...") while the application is being processed.

  3. Post-Submission:

    • Upon successful submission, a success alert will appear, confirming that your application has been received.

    • In case of errors, an error alert will notify you to fix the highlighted issues before attempting to submit again.

Usage Tips:

  • Stable Connection: Ensure you have a stable internet connection to prevent submission interruptions.

  • Submission Confirmation: Look out for the success alert to confirm that your application has been successfully submitted.


Interpreting Submission Status

Understanding the feedback provided after form submission is crucial for ensuring your application is processed correctly.

Success Message

What It Indicates:

  • Your capital application has been successfully submitted.

  • The system has received your application details and will process it accordingly.

Visual Cue:

  • Alert Type: Success

  • Message: "Your application has been submitted successfully!"

Next Steps:

  • Wait for Confirmation: You will receive further communication regarding the status of your application.

  • Contact Support: If you do not receive a confirmation within a reasonable timeframe, consider reaching out to support.

Error Message

What It Indicates:

  • There were issues with your form submission, either due to validation errors or server-side problems.

  • The application could not be processed as submitted.

Visual Cue:

  • Alert Type: Error

  • Message: "Please fix the errors in the form and try again."

Next Steps:

  • Review Form Fields: Check for highlighted errors below each form field and correct them.

  • Retry Submission: Once all errors are addressed, attempt to submit the form again.

  • Contact Support: If errors persist despite correcting form fields, contact support for assistance.


Permissions and Access Control

Access to the Capital Page is governed by a permissions system to ensure that only authorized users can submit capital applications.

Key Permission:

  • capital_access: Grants access to the Capital Page, allowing users to view and submit capital applications.

Managing Permissions:

  • Role-Based Access: Permissions are typically assigned based on user roles within the organization (e.g., Admin, Manager).

  • Verification: The page verifies user permissions before rendering the form to prevent unauthorized access.

Usage Tips:

  • Check Permissions: Ensure that your user account has the capital_access permission to access and use the Capital Page.

  • Request Access: If you believe you should have access but cannot view the page, contact your system administrator or support team to request the necessary permissions.


Frequently Asked Questions (FAQs)

1. How do I apply for capital through the Capital Page?

  • Answer: Navigate to the Capital Page, fill out the application form with your details, specify the loan amount and purpose, and click the "Apply Now" button to submit your application.

2. Why am I unable to access the Capital Page?

  • Answer: Access to the Capital Page requires the capital_access permission. Ensure that your user account has this permission. If you believe you should have access, contact your system administrator or support team.

3. What should I do if I encounter an error after submitting the form?

  • Answer: First, review the highlighted errors below each form field and correct any issues. If the problem persists after fixing form errors, try refreshing the page and submitting again. If you continue to experience errors, contact support for assistance.

4. Can I apply for a loan amount below $1,000 or above $50,000?

  • Answer: The application form restricts loan amounts to between $1,000 and $50,000. Ensure that your requested amount falls within this range. For exceptions or larger amounts, contact support or your account manager.

5. Is my personal information secure when submitting the form?

  • Answer: Yes, all information submitted through the Capital Page is securely transmitted and stored in compliance with data protection standards. For more details, refer to our Privacy Policy.

6. How long does it take to process my capital application?

  • Answer: After submitting your application, it will be reviewed by our finance team. You can expect to receive a response within 3-5 business days. Further updates will be communicated via your provided email address.

7. Can I edit my application after submitting it?

  • Answer: Once your application is submitted, you cannot edit it directly through the Capital Page. If you need to make changes, please contact support or your account manager to request modifications.


Troubleshooting

Issue 1: "Apply Now" Button Is Disabled

  • Possible Cause: Missing required form fields or validation errors.

  • Solution:

    1. Complete All Fields: Ensure that all required fields (Full Name, Email Address, Phone Number, Loan Amount, Purpose) are filled out.

    2. Check Validation Errors: Look for any error messages below form fields and address them accordingly.

    3. Retry Submission: After completing all fields and resolving errors, the "Apply Now" button should become enabled.

Issue 2: Error Message After Form Submission

  • Possible Cause: Server-side issues or network connectivity problems.

  • Solution:

    1. Review Form Inputs: Ensure all information is entered correctly and meets validation criteria.

    2. Check Internet Connection: Verify that your device has a stable internet connection.

    3. Refresh and Retry: Reload the Capital Page and attempt to submit the form again.

    4. Contact Support: If the error persists, reach out to the support team with specific error details.

Issue 3: Cannot Select Purpose of Loan

  • Possible Cause: JavaScript errors or component loading issues.

  • Solution:

    1. Refresh the Page: Reload the Capital Page to reset UI components.

    2. Clear Browser Cache: Sometimes, cached data can cause component malfunctions. Clear your browser's cache and try again.

    3. Try a Different Browser: Access the page using an alternative browser to determine if the issue is browser-specific.

    4. Report the Issue: If the problem continues, notify support with detailed information for further assistance.

Issue 4: Form Fields Not Saving Input Values

  • Possible Cause: State management issues or component errors.

  • Solution:

    1. Check for Errors: Open the browser's developer console to identify any JavaScript errors.

    2. Refresh the Page: Reload the Capital Page to reset form states.

    3. Ensure Proper Input: Verify that you're entering data in the correct format for each field.

    4. Contact Support: If inputs still do not save, report the issue to the support team for debugging.

Issue 5: Submission Takes Too Long to Process

  • Possible Cause: Server overload or network latency.

  • Solution:

    1. Check Internet Speed: Ensure your internet connection is stable and fast enough.

    2. Retry After Some Time: Wait for a few minutes and attempt to submit the form again.

    3. Monitor Status: Check if there are any server maintenance notices or updates.

    4. Contact Support: If delays persist, contact support to report the issue and seek assistance.

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