In This Guide:
Credit
RouteOne Mobile Application
Installation
The RouteOne Mobile Application can be downloaded from both the Apple App Store® and the Google PlayTM store.
Apple App Store Google Play Store
If the app is already installed on your mobile device, updates can be made to the most recent version by downloading the update through the Apple App Store or the Google Play store.
Multi-Factor Authentication (MFA)
Multi-Factor Authentication requires you to register your device after downloading and/or updating the app. Once the application is downloaded or upgraded, you will be required to answer one of your challenge questions, and retrieve a token code from your email address.
Permissions
The app enforces all user permissions set up in the RouteOne web application. If you do not have permission to perform an action you will be prevented from accessing the requested functionality.
Navigation
The home screen provides you access to all of the functionality within the app. The home screen is presented after logging into the application and is accessible throughout the app by clicking the RouteOne logo in the app’s header
If your account is associated to multiple dealerships, you may click on the dealership name, to return to the dealership selection page where you can select a new dealership.
Search
The ‘Deal Manager’ and ‘Lead Manager’ screens provide search capabilities, allowing you to quickly find the records you are looking for. To open the search box, click the magnifying glass icon tab.
- Search parameters include: last name, app number, SSN, finance source app number, and DSP deal number. To change the search parameter, click the text to the right of ‘Search By’.
After selecting your desired search parameter, enter your search term and click the ‘Search’ button.
Loading Additional Records
If more records are available, but not showing on the screen, click the ‘Load More’ button at the bottom of the screen to load more records. This button is available on the Deal Manager screen, and the Lead Manager screen.
Creating Leads
The ‘Create Lead’ screen allows you to create a new lead within the RouteOne system. To create a new lead:
- Within the ‘Create Lead’ page, complete all required fields (first name, last name, and transaction type)
- Click the ‘Submit’ button.
- You will be directed to the ‘Lead Manager’ screen where you can view your newly entered lead.
Credit Reports
The credit report screen allows you to submit a credit bureau request for one of your customers. You will only be able to make requests to bureaus that your dealership is associated with on the RouteOne platform. The credit bureaus that you have configured within RouteOne are available in the app. To submit a credit report request:
- Within the ‘Credit Report’ screen, select the credit bureau(s) you want to submit to.
- Complete all required fields (including: first name, last name, address, city, state, zip, SSN, and email).
- Check the customer authorization checkbox, and submit.
The Deal Manager
The Deal Manager screen allows you to view the most recently active deals for your dealership. Deals are sorted in reverse chronological order, with the most recently active deals at the top.
The ‘+ FS’ button allows you to submit the credit application to another finance source that your dealership is associated with. This can happen if all the information required by the new finance source is already entered on the credit application.
You can search for deals using any of the available search parameters.
To view the summary for a given deal, tap a deal record row from the table.
The Deal Summary
The deal summary screen provides additional information about a given deal. The deal summary is accessed by clicking the row for the deal on the deal manager screen.
High-level information about the customer, credit application and vehicle is displayed here.
Every decision received on the application is displayed. Each decision row contains high level information about the decision. Tapping a decision row will navigate you to the stipulations screen.
Stipulations
Any stipulation or text message provided by the lender is displayed on the stipulations screen. This screen also allows you to send messages to the finance source. *Only available for select finance sources.
The Lead Manager
The Lead Manager screen allows you to view the most recent leads for your dealership. Leads are sorted in reverse chronological order, with the most recently active deals at the top. Clicking the row for a lead in the table will show you additional details about the selected lead.
Lead Details
The lead details screen provides high level information about the lead, including its source, customer contact information and who is assigned to the lead.
Payoff Quote
The payoff quote screen allows you to obtain a payoff amount from lenders. To request a payoff quote:
Select the finance source that supports the payoff quote via RouteOne.
Select the transaction type (Retail or Lease).
Select your desired search type (VIN or Account Number).
Not all finance sources support all search types.
Enter your search term, check the customer authorization box and click the ‘Submit’ button.
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ROUTEONE SUPPORT
Contact
Phone: 866.768.8301
Email: r1support@routeone.com
Hours (EST)
Monday - Friday: 6:00am – Midnight
Saturday: 9am – 9pm
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