Carputty - Submitting from Contact Details Tutorial

Submitting Consumer Application from Contact Details

If you are in the Contact List view page > click on any existing contact to get to the Contact Details 

In the top right corner of the details screen is a "Apply with Carputty" button. 

The Create New Carputty Application dialog appears with any of the details already applied to the Contact record

If there are any required details missing, the application dialog will prevent the application from being submitted

Once any missing details has been provided the application can be submitted

If the consumer has been approved, you will be able to see this directly in the contact record, from there a new deal can be started:

Finishing the Deal with a Vehicle Transaction

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 Consumer finishes their Carputty Membership application, gets preapproved, and the deal finished. From the Lender Tab, the 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, which includes filling out paperwork, 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.