Welcome to Foundation Finance!
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- Jayson Hutchinson
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1 Welcome to Foundation Finance! Thank you, for joining the Foundation Finance team. We are excited to have you on board and to help you close more sales. This packet (and the welcome you should have already received) contain valuable information that will help you get started on the right foot. If you have any questions at all, please don t hesitate to call us. Important Items in your Welcome Your dealer number and login information for our Kwik-Dealer website portal. A contact list (phone numbers, s, faxes). Our current Program Terms and Promotions sheet. This shows available promotions and loan options with current pricing. *Please let us know if you have not received your welcome * Important Items in this Welcome Package Program Reference Guide - this is a complete overview of our program and is a valuable source of information for you. Loan Document Envelopes - Use these to leave loan document copies with your customers. And as a special thank you for joining the FFC team, we have enclosed two BuilderBucks coupons for you. These can be used to increase a future funding. See the enclosed coupons for complete details.
2 Our Gift to You - BuilderBucks New Dealer - BuilderBucks Coupon 1 of 2 This coupon may be used for a one-time 2% reduction in a risk or promotion fee on an individual funding (not to exceed 100% payout on any loan). The coupon must be submitted with the loan documents and is good for one use only. FFC reserves the right to reject coupons that appear to have been altered or tampered with. EXPIRES 90 DAYS FROM YOUR DEALERSHIP APPROVAL DATE New Dealer - BuilderBucks Coupon 2 of 2 This coupon may be used for a one-time 2% reduction in a risk or promotion fee on an individual funding (not to exceed 100% payout on any loan). The coupon must be submitted with the loan documents and is good for one use only. FFC reserves the right to reject coupons that appear to have been altered or tampered with. EXPIRES 90 DAYS FROM YOUR DEALERSHIP APPROVAL DATE
3 Process Overview 4 Ways to Submit Credit Applications: Call our credit department at option 3. Enter your application online at foundationfinance.com. your application to credit@foundationfinance.com. Fax your application to You will receive a decision along with an update in your Kwik-Dealer online portal. If approved, the decision sheet will show the approval Tier and any required stipulations. Loan Documents Use our Kwik-Dealer website to generate documents to print out or send for electronic signatures, or complete hard copy forms by hand. Fax completed loan documents to , funding@foundationfinance.com or upload the documents to the customer's file in Kwik-Dealer for review. We fund upon receipt of original, signed copies (and completed verification call once the job is complete). If you use our Kwik-Sign electronic signing process, those ARE the originals - nothing needs to be mailed. Qualifying dealers may be invited to our Fund by Fax program after funding a minimum number of contracts. Verification Call For the protection of our dealers and customers, FFC makes a recorded verification call to the customer prior to funding. Dealers may choose from preverification or standard verification. Preverification Prior to starting the job, submit complete, signed loan documents (except for the Loan Completion Certificate) and we will call the customer to verify loan terms and application information. We will then let you know if it is ok to proceed. Upon job completion, submit your LCC and we will verify installation and fund. This gives you the chance to resolve any issues prior to starting a job. You may request this option for a single loan or have your account flagged to preverify all accounts. Standard Verification Upon completion of the job, submit a Loan Completion Certificate and all loan documents. We will call the customer to verify application information, loan terms and installation. We will contact you with any issues that arise during the verification call that would need to be resolved prior to funding. If you need assistance or have any questions please call our Marketing Team at ext or sales@foundationfinance.com.
4 Helpful Tips Some Helpful Tips for Processing Applications: Income is only considered for people who are signing all loan documents. Do not list household or spousal income unless parties are signing. Split Financing: Split tickets between FFC and another lender must be disclosed at the time of the application. Sales that are found to be partially financed with another finance company without prior FFC knowledge may be subject to review or rejection. Do not put split financing information as a down payment. Joint Applications: Get joint applications whenever possible. FFC generally considers the higher of the two credit scores but having both people listed gives us two parties to contact and/or collect from, if needed. Down Payments: If a customer makes a down payment to you, it must be listed on the loan contract to comply with Truth-in-Lending regulations and should be told to us at the time of the application. Down payments show the customer has invested in the sale and may lead to better approvals. Helpful Funding Tips: Driver s License or ID Numbers are required for each applicant for FACT Act compliance. Salespeople should be reviewing a valid ID on each applicant and listing the number on the credit application. Preverification: You may choose to have us pre-verify the loan terms and income with the customer before you begin the project. Simply send us the signed loan documents (except for the completion certificate) and notify us that you d like pre-verification done. We ll let you know when you are clear to begin the job. Foundation Finance Company forms are required to be complete, accurate and signed for funding. Date Signed: The loan date must be the date the forms are actually signed. Forms may not be back-dated or have crossed off dates. ACH Bonus: Don t forget, we ll pay you a 1% bonus on Tier 1 and Tier 2 customers or a 2.5% bonus on Tier 3 customers if you enroll the customer on ACH payments. Valid information must be provided and the customer must confirm the information on our verification call. Loan Document Copies: You must give customers copies of all their loan documents. If you are using hard copy forms, this includes the tear-off disclosures section on the revolving credit application. If using Kwik-Dealer to print forms, make sure you print an additional copy to leave with the customer. Using our free loan document envelopes makes it easy for customers to locate their copies quickly. Dealer Signatures: An authorized representative from the dealership must sign the dealer signature spots on all loan documents prior to submitting them. If you need assistance or have any questions please call our Marketing Team at ext or sales@foundationfinance.com.
5 Loan Document Completion 3 Easy Ways to complete loan documents: Using the Kwik-Dealer Online Web Portal 1) Print Pre-Filled Loan Docs 2) Go Paperless with Kwik-Sign Enter a few pieces of information on the Complete Loan Docs screen and simply print out completed forms. Have customers sign the documents then fax, or upload them in Kwik-Dealer. Mail the original, signed copies for funding. Enter a few pieces of information on the Complete Loan Docs screen and send electronic forms by . Documents can be signed from any Internet-enabled device with access. Once all parties sign, complete copies are routed to all, including FFC. These are the originals - there is nothing to mail. Join applicants require different s for both parties. Complete Hard Copy Forms by Hand 3) Using Hard Copy Forms To order Hard Copy Forms: www. foundationfinance.com/faqs/request-for-additional-forms/ We offer both types of loans: Revolving Credit Forms Revolving Credit Agreement (application) Revolving Credit Charge Slip (contract)* Notice of Cancellation Form** Loan Completion Certificate** Closed-End Credit Forms Application for Credit (closed-end) Retail Installment Contract* Notice of Cancellation Form** Loan Completion Certificate** *If you do business in more than one state, you may receive more than one version of the revolving credit charge slip or retail installment contract. Check the form footer for the state requirements. **The Notice of Cancellation Forms and the Loan Completion Certificate are the SAME for both closed-end and revolving credit. If you need assistance figuring out which loan type (revolving or closed-end) or which document completion method to use, please call our Marketing Team at ext or sales@foundationfinance.com. Need training on the Kwik-Dealer site? Sign up for a free Webinar at foundationfinance.com/about-us/webinars.
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