Continue Deal
Once Save & Continue is clicked at the end of Draft Deal section, Lane will automatically redirect you to the following screen:
You can choose to:
- Save Deal
- Send to Customer
- Continue Deal
Saving a deal will make it available on the Deals page as a Draft, where dealer can make further edits before processing the deal further.
Sending a deal to customer will let the customer process the deal further by themselves using Drift. To learn more about Drift, see Drift Documentation.
You can also send the deal to customer after filling in this entire section.
If all customer details are added and Submit Deal is clicked at end of this section, based on the Lender and Dealer Admin configurations, a KYC check may be required. This check will run automatically, once the check is completed, the deal will show up on the Deals page with the tag Reviewed.
To continue the deal, click Continue Deal.
After Continue Deal is clicked, Lane will redirect you to the following page:
On this page, dealers need to provide the following details and submit the deal:
- Contact Details
- License Details
- Employment Details
- Personal Finance Details
- Odometer Reading
- Cancel/Send to Customer/Submit Deal
Contact Details
Dealers need to enter the following Contact Details of the customer:
- First Name and Last Name (Prefix, Middle Name, and Suffix are optional)
- SSN
- Mobile (Home Phone is optional)
- Email Address (pre=populated)
Lane will not allow you to save the Contact Details until all mandatory fields are populated.
Dealers also need to provide the following details for customer Mailing Address:
- Address
- City, State, and Zip Code (County is optional)
- Move-In Date
The last aspect in Contact Details is the Garaging Address, dealers can specify this address to be the same as the Mailing Address or entry a different address manually. Dealers need to provide the following details for the Garaging Address:
- Address
- City, State, and Zip Code (County is optional)
After all details are added, click Save Contact Details.
License Details
For contact details of the customer, dealers need to upload the front and back of the customer driving license.
Based on configurations by the Lender and/or Dealer Admin, the license may be verified by a third-party integration and license details populated automatically.
Dealer may also need to enter the license details manually, license details include:
- First and Last Name
- License Number
- License Issue State
- Expiration Date
- Date of Birth
Employment Details
In Employment Details, users are asked to confirm if they are:
- Employed
- Self Employed
- Retired or Not Employed
The details required differ for each of the above.
(Click the tabs below to see the details of what you need to provide for each employment option.)
- Employer Name and Phone Number
- Employer Address
- Occupation and Employed Since
- Annual Employment Income
- Annual Other Income
- Source of Other Income
After all employment details are added, click Save Employment Details.
Personal Finance Details
In Personal Financing Details, users are asked to provide:
- Residence Type:
- Enter Monthly Payments for Mortgage or Renting
- Specify Personal Ownership or With Relatives
- Bankruptcy Filed? Yes or No. (if any)
After all personal finance details are added, click Save Personal Finance Details.
Add Odometer
To add odometer reading of the asset, click the Add button against Odometer option inside the asset card and below the Deal-ID.
Enter the following details in Odometer Reading popup:
- Current Mileage (Odometer)
- Vehicle Prior Use
- Transmission Type
- Engine Cylinders
After details are entered, select one of the following options:
- To the best of my knowledge, the odometer reading reflects the actual vehicle mileage
- To the best of my knowledge, the odometer reading reflects the vehicle mileage in excess of mechanical limits
- To the best of my knowledge, the odometer reading is not the actual vehicle mileage
After you've made a selection, click Save.
Cancel/Send to Customer/Submit Deal
Once all details are added, and you are ready to submit the deal, click Submit Deal.
You can also send this deal to customer by clicking the three dot icon on top right of the page and select Send to Customer.
