In This Guide:
Related Guides:
Credit
RouteOne Fusion - Dealership Experience
Fusion Leads
When a customer submits a deal using RouteOne Fusion, a confirmation email is sent to both the customer and to your dealership.
Customer Email
Dealership Email
A new deal will be created for your dealership within the RouteOne system.
While you can access the new deal under the Desktop, Deal Manager, Lead Manager, and App Manager pages, the ‘Desktop’ view is recommended for accessing all Fusion leads: Finance, Lease, and Cash.
For dealership users who will be viewing Fusion leads in the RouteOne system, it is recommended that they also configure ‘Desktop’ as their default view. For information on configuring your default view, click here to view our ‘Using My RouteOne’ user guide.
From the Deals top navigation dropdown, select Desktop to navigate to the Desktop page.
The Fusion workflow will create a deal in the Desktop view of the RouteOne system as soon as the customer’s personal information has been submitted. As more information is filled out by the customer (e.g. payment information, trade-in, credit application, etc.), the deal will update in the Desktop view to reflect those additions.
If you don’t see the deal you are looking for, enter the ‘Reference Number’ from the lead email sent to your dealership into the search bar, ensure that the ‘Date Range’ is accurate, and click ‘Update.’
On the Desktop page, 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.
If a customer has completed a pre-qualification in association with their inquiry on the vehicle, you will see a checklist icon in the ‘Credit App’ column in the lead on the Desktop page.
Deal Jacket
The Deal Jacket will load. The Deal Jacket ID, the unique identifier of the deal, appears in the upper right corner of the page.
Summary
From the ‘Summary’ tab on the left navigation, you can view the credit application and important information submitted from Fusion. For more in-depth details, see the ‘Deal Structure’ tab below.
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.
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. You will need to contact the customer to complete the Credit Application and proceed with the deal.
Customer
To view information on the customer, including basic information, income, and employment status, click on the ‘Customer’ tab on the left.
Credit and Compliance
To view or complete credit bureau and compliance activities related to the deal, click on the ‘Credit & Compliance’ tab on the left.
Deal Structure
To view the details of the deal, click on the ‘Deal Structure’ tab on the left.
Sale Vehicle
The Sale Vehicle section displays the details of the vehicle the customer selected during the Fusion experience.
This section includes vehicle information such as the stock number, VIN, MSRP, model, trim, condition, mileage, and other vehicle attributes.
Dealership users can review this information to confirm the specific vehicle associated with the Fusion deal. To edit or add additional information, click the ‘Edit’ button.
Trade Vehicle
If the customer entered trade-in information during the Fusion experience, the details will appear in the Trade Vehicle section.
This section displays the vehicle information submitted by the customer, including VIN, year, make, model, mileage, and responses to the trade-in questionnaire. The questionnaire captures additional details about the condition and history of the trade-in vehicle.
Dealership users can review this information when evaluating the customer's trade-in.
Financial Structure
The Financial Structure section displays the overall structure of the deal submitted through Fusion.
This section includes information such as the transaction type, finance source, pricing details, down payment information, and tax calculations associated with the deal. These values reflect the financial selections and inputs made during the customer’s Fusion experience.
Dealership users can review this section to understand the financial configuration of the deal.
Fees
The Fees section displays the fees associated with the deal.
Typical fees shown in this section may include document fees, registration fees, title fees, and other dealership-specific charges. These values contribute to the overall financial structure of the deal.
Dealership users can review this section to see how fees are applied within the transaction. To edit or add additional fees, click the ‘Edit’ button.
Products
Insurance & Warranty Products
The Insurance & Warranty Products section displays any protection products associated with the deal.
Products may include vehicle protection plans, service contracts, theft deterrent products, or other optional coverage offered by the dealership. If selected during the Fusion application, these products will appear with their corresponding premium, provider, and coverage details.
Dealership users can review this section to see any protection products associated with the deal.
To edit or add additional products, click the ‘Edit’ button.
To import the deal to RouteOne Menu and process aftermarket products there, click the ‘Go to Menu’ button.
Rebates & Incentives
The Rebates & Incentives section displays any rebates or incentives applied to the transaction.
This may include manufacturer rebates, promotional incentives, or special programs that reduce the overall purchase price of the vehicle. The total rebate amount applied to the deal is displayed within this section.
Dealership users can review this section to understand how rebates affect the deal pricing. To edit or add additional rebate or incentive codes, click the ‘Edit’ button.
Documents
To access the documents associated with the deal, click on the ‘Documents’ tab on the left.
The Documents section contains the documents generated as part of the deal as well as documents uploaded by the customer as part of the Fusion application.
Generated documents may include credit bureau reports, privacy notices, credit score disclosures, credit decisions, and customer communication documents generated throughout the deal process. Documents uploaded by the customer may include driver’s license, proof of employment, proof of income, proof of insurance, and proof of residence.
From this section, dealership users can view, print, or remove existing documents, or upload additional documents related to the deal.
Appointment Scheduling
Appointment Request Email
When a customer submits an appointment request using RouteOne Fusion, a confirmation email is sent to both the customer and to your dealership.
Appointment Cancellation Email
When a customer cancels an appointment request using RouteOne Fusion, a confirmation email is sent to both the customer and to your dealership.
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