In This Guide:

IN THIS GUIDE:

Credit

RouteOne Fusion - Dealership Experience

Early Access Guide: Pending future developments

When a customer submits a deal using RouteOne Fusion, a confirmation email is sent to both the customer and to your dealership. 

Customer Email

Confirmation email sent to customer.

Dealership Email

Confirmation email sent to dealership.

 

A new deal will be created for your dealership within the RouteOne system, which can be found under the Deal Manager, Lead Manager, and App Manager pages. 

For more information about how a customer submits a deal in Fusion, see the ‘RouteOne Fusion - Customer Experience’ guide. 

From the ‘Deals’ top navigation tab, select ‘Deal Manager’ from the dropdown. Click the Deal Jacket icon next to the customer’s name to navigate to the Deal Jacket and view the information filled out by the customer in Fusion.

Box around ‘Deals’ top navigation tab. Arrow pointing to Deal Jacket icon.

 

The Deal Jacket will load. The Deal Jacket ID, the unique identifier of the deal, appears in the upper right corner of the page. 

From the Summary tab on the side navigation, you can see the credit application and the information submitted from Fusion. 

Box around Deal Jacket ID. Box around Summary tab. Box around credit application information from Fusion.

 

The Fusion workflow can create a deal in the RouteOne system in the following ways:

  • Customer completed the steps in Fusion and submitted a completed credit application. 
  • Customer completed the steps in Fusion and submitted their information, but did not submit a completed credit application. 

 

If the customer completed the steps in Fusion and submitted their credit application: 

The completed credit application will be visible in the Deal Jacket. 

A credit application can have multiple finance sources associated with it. Each finance source will have one of three statuses: Approved, Rejected, or Pending. 

Box around credit application information from Fusion. Box around decision statuses from finance sources.

 

If the customer completed the steps in Fusion and submitted their information, but did not submit a completed credit application: 

A credit application will still be created for the deal; however, the credit application information will not be complete. At this point the dealer would need to contact the customer to complete the next steps.

Box showing credit application information is not complete.

 

ROUTEONE SUPPORT

Contact

Phone: 866.768.8301
Email: r1support@routeone.com

Hours (EST)

Monday - Friday: 6:00am – Midnight
Saturday: 9am – 9pm

One-On-One

Contact Your Business
Development Manager
for Help Today

Can’t find what you need?

Try our search