Carputty - Submitting from Deal's Lender Tab Tutorial

Submitting a Consumer Application from a Deal's Lender Tab 

If a consumer is already associated to a deal that has been started, a consumer application can still be submitted. 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

The Create New Carputty Application dialog will appear > provide any missing consumer details then click Create & Submit

Once the Consumer Application has be approved, a vehicle can be attached and the Vehicle Transaction process can begin.

Finishing the Deal with a Vehicle Transaction

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.