Dealer Information & Preferences

Setting Dealer Information 

This page allows you to edit your dealership's address, personnel, and contact information. 

Within the ‘Admin’ tab, click on the ‘Dealer Info’ option (only Dealership System Administrators have access to this tab). 

The available preferences within the ‘Dealership Information’ page include: 

• Dealership Mailing information 

• Dealership Contact Information 

• Dealership Contacts 

• Enrollment Information 

Once you are finished editing your dealership information, please click on the ‘Save Information’ button at the bottom of the page, and your profile will be updated.

Setting Dealership Preferences

This page allows you to edit the defaults, configurations and preferences for your dealership in the RouteOne system, including those for alerts, notifications and other advanced features. Within the ‘Admin’ tab, click on the ‘Preferences’ option. 

Within the ‘Admin’ tab, click on the ‘Preferences’ option (only Dealership System Administrators have access to this tab). 

The available preferences within the ‘Dealership Preferences’ page include: 

• Active User Report – Distribution Enrollment: This section allows you to request an automated Active Dealer User Report. This report will be sent monthly to the email addresses that you provide. Contents will include a list of dealer user names that are active within the dealership. 

• Credit Application Defaults: This section allows you to set defaults for the Make and New/Used Indicator for your dealership. The value you select here will be the default value on each credit application that is created in the RouteOne CAS. 

• Masking SIN/Tax ID/Driver’s License Numbers: This section allows you to select whether the values for the SIN, Tax ID and/or Driver's License fields should be fully displayed or masked for your dealership. The value you select here will be the default configuration in the RouteOne CAMS. These preferences do not apply to the printable applications. If masking is chosen, the selected values will be marked as "****," except for the last four digits upon exit of the field. 

• Deal Saver Email Alert Settings: This section allows you to notify saved email addresses when deals have not been approved within a specific number of days. This section also allows you to notify saved email addresses when deals have been funded or booked. 

• Delete Deals: This section allows you to select whether or not your dealership should have the ability to 'Delete Deals.' 

• Multi-Factor Authentication: This section allows you to view dealership's status with Multi-Factor Authentication (‘MFA’) and, if preferred, you may opt-out. Opting out means that RouteOne will not activate MFA for your dealership without permission. 

• Third Party Lead Notification: This section allows you to configure which email addresses you would like notified once a new lead or application is imported into RouteOne, for the selected lead or application source only. If an email address is added, it will receive a notification every time a new lead or application is imported from the selected source(s). If you would like to stop receiving notifications, either remove the email address, or select 'Not Participating.’ 

Once you are finished making changes, please click on the ‘Save Information’ button at the bottom of the page to save your changes. 

Frequently Asked Questions