RouteOne / Dominion ACCESS Integration

Transcription

1 Importing Deals from Dominion ACCESS to RouteOne Before importing deals, you must first subscribe by using the tabs at the top of the Dominion ACCESS screen, by entering the dealership s legal name, and the dealership s RouteOne ID. Once set up, go to the Prospect screen in AF 6.1 Sales Desk or AF 6.2 Deal Entry & Inquiry, or go to an active deal in AF 6.2 Deal Entry. Press the CA button. Click the Setup button, and edit the dealer setup information to allow access to RouteOne if required. Click the Send button. Highlight the dealership name and click the Enter button, if applicable. Highlight the RouteOne option. Click the Enter button. A successful transmission will be indicated by a message that reads OK 200. o NOTE: Editing the dealer setup information affects the dealer setup for all applications. This should generally only need to be edited once, and then again only if basic dealership information changes. Field Descriptions and Uses Elements that are mapped to come over, include: Key Data Application Status Status Type Credit Type Application Type Product Type Payment Call Vehicle Type Trade Involved Customer Credit Type Defaults as New. Must be edited if for a resubmission. Defaults as New Application. Must be edited to indicate Update Payment Call or Add Co-Applicant. Defaults as Individual if no co-buyer on record; defaults as Joint if a co-buyer is on the record and makes the Co-Applicant Data tab editable. If user manually changes Individual to Joint, the Co-Applicant Data tab becomes editable. Defaults as Personal if Prospect Class is Retail. Defaults as Business if Prospect Class is Commercial, Fleet, or Wholesale. Defaults as Retail, Lease, or Balloon according to deal type on record. Defaults as No. Must be edited. Defaults on New, Used, or Demo according to vehicle in deal record. Defaults to Yes if a trade is on record and makes Trade Data tab editable. Defaults as No if no trade is on record and the Trade Data tab is not editable. If user manually changes No to Yes, the Trade Data tab becomes editable. Defaults as none. Must be edited to indicate type of credit customer. 1 rev

2 Applicant Data First Middle Last Suffix DOB Phone SSN Address History Work History DL Number DL State Marital Status First Middle Last Salary Bus. Tax ID Bus. Name Bus. DBA Comments Defaults in first name on record. Must be edited. Any middle initial will default into first name field. Defaults in last name on record. Must be edited. Any suffix will default into last name field. Defaults in date of birth on record. Defaults in home phone number on record. Defaults in social security number on record. Defaults in current address on record. All other fields must be edited. Defaults in employer. All other fields must be edited. Defaults in driver license number on record. Defaults in DL state on record; otherwise, defaults in dealer s state. Spouse s first name must be edited. No data defaults in. Spouse s middle initial must be edited. No data defaults in. Spouse s last name must be edited. No data defaults in. Spouse s salary must be edited. No data defaults in. Must be edited. Only available if Application Type is Business. Defaults the business name. Only available if Application Type is Business. Must be edited. Only available if Application Type is Business. Defaults in prospects address on record. User defined. Co-Applicant Data First Middle Last Suffix DOB Phone SSN Address History Work History DL Number DL State Marital Status Relationship to Applicant Comments Defaults in co-buyer first name on record. Must be edited. Any co-buyer middle initial will default into first name field. Defaults in co-buyer last name on record. Must be edited. Any co-buyer suffix will default into last name field. Defaults in co-buyer s date of birth on record. Defaults in co-buyer s home phone on record. Defaults in co-buyer s social security number on record. Defaults in co-buyer s current address on record. All other fields must be edited. Must be edited. No data defaults in. Defaults in co-buyer s driver license number on record. Defaults in co-buyer s DL state on record; otherwise, defaults in dealer s state. Must be edited. Defaults Married. User defined. 2 rev

3 Vehicle Data Certified Used Stock Number VIN Book Year Book Make Book Model Book Trim Options Book Booked Out Book Out Date Book Out Options Defaults in from vehicle s Demo/Prog field if marked [C]ertified. Defaults in vehicle s stock number on record. Defaults in vehicle s VIN on record. Defaults in vehicle s VIN Year on record. Defaults in vehicle s Make on record. Defaults in vehicle s Model on record. Defaults blank. Must be edited from Book Model field. Highlight an option to mark it by pointing cursor and clicking mouse. If marking multiple options, press the shift key. Must be edited. Defaults NO. Trade Data Trade Year Trade Make Trade Model Trade Trim Trade Lienholder Trade Payments Trade Payoff Amount Gross Trade In Defaults in Trade Year on record. Defaults in Trade Make on record. Defaults in Trade Model on record. Defaults blank. Must be edited from Book Model field. Defaults in Trade Lienholder on record. Defaults in Trade Payoff on record. Defaults in the Allowance on record. Product Data Term Defaults in Term on record. Selling Price Defaults in Selling Price (sale) or Capital Cost (lease) on record. T&L Estimate Defaults in Title, License, and Miscellaneous Fees (Estimate) on record. Cash Down Defaults in Down Payment (sale) or Cap Reduction (lease) on record. Rebate Defaults in Rebate on record. Net Trade Defaults in Net Trade (Allowance Payoff) on record. Unpaid Balance Defaults in Unpaid Balance (Selling Price [Cash Down + Rebate + Net Trade]) on record. Initial Cap Cost Defaults in Total Cap Cost on record in leases only. Cash Selling Price or Capitalized Cost If a sale, balloon or flex buy deal, the Amount Due for the vehicle, all add-ons and taxes. If a lease, the capitalized cost of the vehicle. Residual Amount If a lease, the Residual value of the vehicle. 3 rev

4 Product Data (Continued) Warranty Credit Life Acc & Health Acq Fee Est Amt Fin Adj Cap Cost Invoice Amount Est payment Used Value Used Book Used Mileage New Mileage MSRP Req APR Sales Tax Oth Fin Fees Est Annual Mile Excess Mile Cost Per Mile Gap Other Fees W/S Value W/S Source Retail Value Retail Source Money Rate Doc Fee Other Ins Defaults in Extended Service price on record. Defaults in the Credit Life price on record. Defaults in the A&H price on record. Defaults in the Acquisition Fee (lease) or Loan Origination Fee (sale) on record. Defaults in the estimated Amount Financed (sale) or Net Cap Cost (lease) on record. Defaults in the Net Cap Cost on record in leases only. Defaults in the Monthly Payment/Rent (Estimate) on record. Defaults in the current Odometer reading if a used vehicle. Defaults in the current Odometer reading if a new vehicle. Defaults in the MSRP on record. Defaults in the APR on record. Defaults in the Sales Tax on record. Defaults in the Annual Mileage Allowed in leases only. Defaults in the Annual Mileage Purchased in leases only. Defaults in the Advance Excess Mileage Rate in leases only. Defaults in the GAP price on record. The system will recognize any DSO that has the letters GAP in consecutive order. Defaults in Other Fees (Deliver or Doc Fee) on record. Defaults in the Money Rate Factor, if applicable. Defaults in the Doc Fee on record in leases only. (All dollar amounts are rounded down to a whole number) Completing a Contract in RouteOne Within the RouteOne system, click Contract Manager under the Deals tab. Your uploaded contract will show a status of DSP Import. Click on the contract status of DSP Import. 4 rev

5 If more than one credit decision in RouteOne matches the contract imported from a DSP, a selection screen prompts you to select the correct match, or you can click Create New Credit Application to open an application. After making your selection, click the Save & Continue button. The RouteOne Contract Worksheet will open and be populated with information uploaded from your system. Enter any missing data required by the finance source. If the selected finance source supports Data Validation, click the Validate button. If the selected finance source does not support Data Validation, or if you are not performing validation on this particular contract, click the Save button to complete the econtract. Locating Imported Deals in the RouteOne Deal Manager The Deal Manager is considered the hub of RouteOne, and is designed to help quickly scan and identify the status of deals with easy-to-read icons. The default view shows the last three days of activity, ranked by last activity date/time (most recent first). Only deals with activity in the last 60 days are available for display. The Deal Manager is accessible by selecting Deal Manager within the Deals tab. An important tool within the Deal Manager is the Edit/More button under the Actions column. From here, dealers can easily view, print, copy, or edit an application; run swap the applicant/co-applicant, remove co-applicant, initiate credit reports, create an Adverse Action notice, and more. Click the Update button located in the upper left-hand side of the screen. The page will refresh and the imported application will display as the first record in the Deal Manager. 5 rev

6 Integration Successful. Submitting Imported Deals in the RouteOne Deal Manager To submit an imported deal to a finance source, click on the primary applicant's name in the Deal Manager. Next, you will be taken through the RouteOne application submission process used for all applications. Data entered in your system will populate the RouteOne credit application; however, you must still complete the required fields highlighted in yellow and add at least one finance source before submitting the application. Additional RouteOne training guides are available through the News/Info tab within RouteOne. Dealers may also join complimentary RouteOne System Training Sessions from the News/Info tab, or by clicking here. For additional information on the RouteOne system, contact RouteOne Support at , R1Support@routeone.com 6 rev