Finalize Deal
In the last section, a credit application was send to Lenders for them review and accept. If the deal is accepted by a single or multiple lenders, the next step for the dealer is finalize and close the deal.
Deals for which the lender(s) have accepted the credit application, will show up as Fully Received on the Deals page.
The Lender(s) may ask for some changes in the credit application before approving it. In this case the credit application will show up as Conditioned on the Deals page.
In this step, Dealers will learn how to:
- Add more Lenders (if required)
- Select Lender and Continue the Deal
- Approve the Deal on Dealer Side
- Add Insurance Details
- Add Payment Details and Receive Payment
- Generate and Sign Documents
- Schedule Delivery/Pickup
- Appointment of Asset Handoff
- Complete Deal
Fully Received
At this stage, the credit application has been fully received. Dealers can choose either to continue with the Lenders who have approve the credit application, or if the conditions aren't acceptable then send the credit application to more lenders.
Select Lender to Continue Deal
To continue finalizing the deals, select a lender and click Continue Order:
Deal Approved
Once you click the Continue Order button in the previous step, the deal will market as Approved on the dealer side, and will show up as such on the Deals page.
Add Insurance Details
Input insurance details for the approved deal. The following is Add Insurance view.
Add insurance details.
Add Payments Details
Add payment details.
Generate Documents
Generate documents and contracts to sign:
Schedule
Click on Schedule to start scheduling:
Schedule Pickup/Delivery
Arrange pickup or delivery dates. The following is the Schedule Appointment view.
Schedule Appointment Details
The following is the Schedule Appointment Details In Store Pickup view.
The following is the Schedule Appointment Details Delivery view.
The following is the Deal Moved to Appointment view.
Complete Deal
Mark deals as finalized once all steps are completed. The following is the Select Deal to Complete under Appointments Section view.
The following the Complete Deal view.
The following the Deal Completed view.
