MicroBilt Credit Systems Integration

Importing Deals from MicroBilt to RouteOne 

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If you have not yet set up the integration, make sure to create and enable an interface by entering your Dealer ID in the ‘Interfaces’ section of the ‘My Account’ screen. You must then set your preferences for application entry in the ‘Preferences’ screen by clicking on the ‘Always Show’ column for Spouse/Co-Applicant and Notes application entry sections. This ensures that you will be able to enter all STAR required fields before exporting to the RouteOne system. 

 

CreditCommander.com supports four types of RouteOne application types: Individual, Individual with Co-Applicant, Business, and Business with Co-Applicant.

NOTE: Only Experian Business or Dun & Bradstreet products support Business application types. All other products are considered as individual application types. 

To export a credit application to RouteOne, navigate to the ‘Application List’ screen within the Credit Commander system. 

You can export an application one at a time by clicking on the ‘Application Status’ icon and selecting the ‘Export Application’ button. 

 

You may flag the applications you want to export by clicking the check box and selecting the ‘Export Application’ option from the ‘Batch Tools’ dropdown. 

Applications successfully imported into the RouteOne system can be viewed within the RouteOne Deal Manager screen in a matter of seconds. 

Other Notes: 

• In the event that an error occurs during import, CreditCommander.com will notify you by modifying the application status icon and adding a note to your application. 
• You can view application notes by clicking on the application status icon and selecting the ‘Edit Application’ button. The ‘Notes’ section is displayed at the bottom of the application. 
• Errors usually occur because one or more required fields have not been completed for the application type. Please refer to the ‘Application Entry’ section of this document to make certain all required fields have been entered. 
• Retail, lease, or balloon transaction application types are designated as ‘Retail’ transactions when exported to the RouteOne system. You will be able to modify the application’s transaction type once it has been imported into the RouteOne system if needed. 

 

Locating Imported Deals in the RouteOne Deal Manager 

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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.  

 

Submitting Imported Deals in the RouteOne Deal Manager 

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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.