This article gives you a quick overview of how to use Carputty within DeskManager Online. There's no formal setup needed; when you submit your first Consumer Application to Carputty, your dealer contact information will be sent automatically. You have three ways to send consumer data to Carputty from the DeskManager Online interface: the Carputty Financing List, Contact Details, and the Lender Tab on any deal.
Carputty Financing (Application List)
From the Dashboard, or from the left menu under the Deals menu option, click on Carputty Financing
NOTE: When clicking on the Carputty Financing button, you will be greeted with the Learn More dialog
After clicking Get Started, you will be taken into the Carputty Application list
Click Create New Application > From an existing contact or Create a new contact
Starting From an Existing Contact will bring up a list of all your current contacts
Select a customer by clicking on their name
If an application has been started with this customer before, you will be notified
If the customer has not yet been submitted, you will see a small dialog to enter any missing required data for Carputty submissions
Click Create & Submit, this will generate the consumer application and submit the application to Carputty
After a couple moments, we will get the 'Application Submitted Successfully' dialog
After first submission the Application Status will show Pending
The customer will have receive an email from DeskManger Online with a link to the Carputty Consumer Membership form. Clicking the link will take the consumer to the Carputty portal where they will enter in their SSN and setup and account with Carputty
After the Carputty Member has been created, and the consumer has been prequalified for a loan. they will receive a secondary email to start a Vehicle Transaction
Once the consumer has started the Vehicle transaction, click Refresh. Clicking Refresh we get the latest Application Status for that customer
With the consumer preapproved for a Carputty loan, a deal can be created by clicking Create Deal
DMO will create a Retail Cash deal with the consumers contact information provided earlier:
Once the deal has been started, the Carputty Vehicle transaction can be continued. Click on the Lenders Tab or click the Go to Lenders link in the Main deal tab
In the Lenders tab, we can preview the loan that was approved by Carputty
Once the vehicle is selected and the deal structured, you can submit the rest of the Vehicle Transaction to Carputty by clicking on the Submit to Carputty Financing button in the Active Lenders section
A vehicle confirmation dialog will appear, click Submit when ready
After submitting the vehicle transaction to Carputty, DMO will display a Success dialog
This will also update the Lender Offer that was submitted to Carputty
Once the consumer finishes the Carputty portion of this workflow, DMO will show the Status as Funded:
Carputty is responsible for all official documentation like a retail installment contract and any titling work. At this point the Retail Cash deal can be finalized. You can expect to get a direct payment from Carputty that you will enter into DeskManager manually
In the Collect Payment interface, the Due From Buyer amount can be copied into the Amount field, by clicking the copy icon, assign a payment method to the payment and then click Apply. Depending on your settings a receipt will be printed and\or emailed to the consumer
Once back in the Custom Account summary page, the account can be closed
Accounts can be closed, by going to More > Close Account
Set the reason to Paid Off and leave a note if you prefer
The account is now Closed and no further action is required.
Contact Details
From the Contact List
(Coming Soon)
Deal > Lender Tab
With a deal started, a consumer application can be started. Click on the Lenders Tab or click the Go to Lenders link in the Main deal tab
In the Lenders tab, click Submit to Carputty Finance
Provide any missing consumer data then click Create & Submit
Once the Consumer finishes there Carputty Membership application and gets preapproved, the deal can structured, and a Vehicle Transaction can be started by clicking on the Submit to Carputty Financing a following time
A vehicle confirmation dialog will appear, click Submit when ready
After submitting the vehicle transaction to Carputty, DMO will display a Success dialog
This will also update the Lender Offer that was submitted to Carputty
Once the consumer finishes the Carputty portion of this workflow, DMO will show the Status as Funded:
Carputty is responsible for all official documentation like a retail installment contract and any titling work. At this point the Retail Cash deal can be finalized. You can expect to get a direct payment from Carputty that you will enter into DeskManager manually
In the Collect Payment interface, the Due From Buyer amount can be copied into the Amount field, by clicking the copy icon, assign a payment method to the payment and then click Apply. Depending on your settings a receipt will be printed and\or emailed to the consumer
Once back in the Custom Account summary page, the account can be closed
Accounts can be closed, by going to More > Close Account
Set the reason to Paid Off and leave a note if you prefer
The account is now Closed and no further action is required.
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