In This Guide:

IN THIS GUIDE:

Integration

Micro 21 Credit Systems Integration

Importing Deals from Micro 21 to RouteOne 


Within the Micro 21 system, navigate to the ‘Credit Application Program’ page. Click the ‘RouteOne’ button to send the entered information to RouteOne. 

Micro 21 Integration Screen Shot

 

Click the RouteOne button to send the entered information to the RouteOne Submission program. 

Micro 21 Integration Screen Shot

 

Enter your email address, select the status of the application, and click the ‘Submit’ button. 

Micro 21 Integration Screen Shot

 

Locating Imported Deals in the RouteOne Deal Manager 


The Deal Manager is considered the hub of RouteOne, and is designed to help quickly scan and identify the status of deals with easy-to-read icons. The default view shows the last three days of activity, ranked by last activity date/time (most recent first). Only deals with activity in the last 60 days are available for display. 

The Deal Manager is accessible by selecting ‘Deal Manager’ within the ‘Deals’ tab. An important tool within the Deal Manager is the ‘Edit/More’ button under the ‘Actions’ column. From here, dealers can easily view, print, copy, or edit an application; run swap the applicant/co-applicant, remove co-applicant, initiate credit reports, create an Adverse Action notice, and more. 

Click the ‘Update’ button located in the upper left-hand side of the screen. The page will refresh and the imported application will display as the first record in the Deal Manager.  

Micro 21 Integration Screen Shot

 

Submitting Imported Deals in the RouteOne Deal Manager 


To submit an imported deal to a finance source, click on the primary applicant's name in the Deal Manager. Next, you will be taken through the RouteOne application submission process used for all applications. Data entered in your system will populate the RouteOne credit application; however, you must still complete the required fields highlighted in yellow and add at least one finance source before submitting the application. 

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