Carputty - Submitting from Consumer Application List Tutorial

Submitting Consumer Applications from Carputty Financing 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 for the very first, and only time, you will be greeted with the Learn More dialog that contains a Get Started button, further visits to the Learn more\Welcome to Carputty Financing dialog with show a Close button

After clicking Get Started*, you will be taken into the Carputty Application list

NOTE*: after seeing the learn more dialog first time and clicking Get Started, any subsequent views of the Learn more dialog will only show a Close button in place of the Get Started button.

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 put that Flexloan to work.

Once the consumer has accepted the terms of the loan, you can click Refresh. Clicking Refresh we get the latest Application Status for that consumer if it has not been updated automatically.

Finishing the Deal with a Vehicle Transaction

With the consumer preapproved for a Carputty Flexloan, a deal can be created by clicking Create Deal, this will start the Vehicle Transaction portion of this process.

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.