Contracting

eContracting from a DSP/DMS Import

How do I access a DSP/DMS import to complete an eContract?


To access deals from a DSP/DMS integration, hover over 'Contracts' from the top navigation, and select ‘Contract Manager’ from the dropdown.

A DSP/DMS integration in the RouteOne system is indicated by a ‘CAS Status’ of ‘DSP import.’

At this point, the DSP/DMS import is not yet affiliated with a saved or approved Credit Application, which is why it  is listed under ‘Contracts without Credit App.’

  • The next steps will be to pair the DSP/DMS import with a Credit Application in the system, or to create a new Credit Application.
  • Pairing a DSP/DMS import with a Credit Application in the system allows available deal information to be automatically populated into the RouteOne system, and eliminates rekeying and manual entry.

 

Click the ‘Customer Name’ of the DSP/DMS import you want to create an eContract for. 

The Contract Manager Page with a box highlighting the title, a box highlighting the ‘Contracts without Credit App’ section title, an arrow pointing to the example contract’s customer name, and a box highlighting the ‘CAS Status’ column.

 

You will be directed to the ‘Select Credit Application’ page.

If there is a Credit Application/Credit Bureau with a Social Security Number or customer name that matches the DSP/DMS import, it will show up in the ‘Select Credit Application’ page.

On the ‘Select Credit Application’ page you will pair the DSP/DMS import with either:

  • A previously submitted and approved Credit Application that received a decision.
  • A Credit Application or Credit Bureau that was previously saved and imported, but not submitted for a decision.
  • Create a new Credit Application during the eContracting process that will be paired with the deal.

 

Once you have made your selection, click ‘Save & Continue.’

The Select Credit Application Decision page with boxes highlighting the page title, the finance source, and the ‘Save and Continue’ button.

 

After clicking 'Save & Continue' you will be directed to 'DMS Custom Mapping' if needed to map any fields from the DMS import onto the Contract Worksheet, or directed to the 'Contract Worksheet' if no additional mapping is needed.

  • If you elected to pair the deal with a previously approved or a previously saved Credit Application, some fields (e.g. Contract Header, Buyer Info, Vehicle Info, etc.) will be pre-populated.
  • If you elected to create a new ‘Credit Application,’ you generally will have to input the information manually. In some instances, certain customer information, vehicle information, and contract terms may be populated in the Contract Worksheet.

In order to improve functionality, RouteOne allows dealers to adjust the Monthly Payment Amount to match their DMS system, while remaining within the acceptable tolerance APR limit.

Within the Contract Worksheet, manually enter in your DMS Calculated Monthly Payment amount, and click the ‘Verify and Apply’ button.

The payment schedule will be populated with values directly from the DMS. If there is a discrepancy between the RouteOne calculated monthly payment, and the payment amount from the DMS, type the DMS payment into the ‘DMS Calculated Monthly Payment’ field.

If the monthly payment amount does not match the DSP, and an error message opens, enter a new payment within the ‘DMS Calculated Monthly Payment’ field, and click the ‘Verify and Apply’ button again.

A cropped view of the payment section of the Contract Worksheet with a box around the RouteOne calculated payment.

 

A cropped view of the payment section of the Contract Worksheet with a box around the DMS Calculated Monthly Payment field and an arrow pointing to the 'Verify and Apply' button..

 

After entering an acceptable amount in the ‘DMS Calculated Monthly Payment’ field, click the ‘Verify and Apply’ button, and the system will respond back with a reminder text at the bottom of the TIL section and a pop-up alerting the user that the DMS calculated monthly payment has been applied successfully.

A pop-up stating 'The new suggested Monthly Payment has been applied successfully.'

 

The bottom of the Contract Worksheet with a box highlighting a message stating 'REMINDER: The Monthly Payment is as requested by the dealer, and has been verified to be within the Tolerance limit as defined by the Finance Source.'

 

Scroll through and complete all of the required information in the Contract Worksheet, and proceed to ‘Save,’ ‘Validate,’ or ‘Generate the Contract’ as you normally would.

If the finance source you are using requires validation, you may also be able to take advantage of the Required Form List functionality.

The Contract Worksheet page with a box highlighting the ‘Buyer/Co-Buyer Information’ fields and an arrow pointing to the browser’s scroll down button.

 

Once you generate the contract, you will be directed to the ‘Contract Package’ page. Complete the eContracting steps (eDocuments (if needed), Review, Sign, Print, Assign and Distribute) as you would a standard eContract.

If you selected the option to create a new Credit Application, or if you had a previously saved (but not submitted and approved) Credit Application, you will need to click the ‘Complete Credit App’ button.

You can complete the Credit Application at any time in these steps, but you cannot progress past the ‘Print’ step until you complete the Credit Application, as an approved Credit Application is required to distribute the ‘Contract Package.’

The Contract Package page with a box highlighting the title, and boxes highlighting a red ‘Warning’ message, the ‘Complete Credit App’ button, and the eDocuments completion bar.

 

If you needed to complete the Credit Application and clicked ‘Complete Credit App’ from the ‘Contract Package’ page, you will be directed to the ‘Individual App’ page. This is where you can input or complete the required information for the Credit Application.

When you are finished, you must ‘Sign’ and ‘Submit’ the Credit Application in the bottom right-hand corner of the page.

Note that you will have to wait for the application to be approved before you can assign and distribute the contract.

The Individual App page with a box highlighting the title, a box highlighting the ‘Applicant Information’ fields, and an arrow pointing to the browser’s scroll down button.

 

If desired, you can check the status of the Credit Application in the ‘Deal Manager’ page (from the ‘Deals’ dropdown navigation tab).

To complete the eContract, you will need to return to the customer’s ‘Contract Package’ page. To do so, click on the ‘Contract Manager’ page (from the ‘Contracts’ dropdown navigation tab). Then click on the customer name you want to complete the eContract for.

Once you have an approved Credit Application, you can assign and distribute the contract.

Ensure you have checked the boxes in the ‘Include in Distribution’ column for each document you want to include in the funding package sent to the finance source.

From the customer’s ‘Contract Package’ page, click the ‘Assign & Distribute’ button to send the contract to the finance source.

The Contract Package page with a box highlighting the ‘Assign and Distribute’ button.
 

 

Once you have assigned and distributed the eContract, you can check its status in the ‘Contract Manager’ page. More information about contract statuses, as well as common eContracting terms and icons, can be found here.

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