PBS System Integration

Importing Deals from PBS System to RouteOne 

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In the PBS system, click on the ‘Process’ button within the active deal. 

 

From the ‘Deal Processing Option’ dropdown, click ‘Submit Credit App’, and click the ‘RouteOne’ option. 

 

Within the pop-up, click the ‘Yes’ button to submit. Once submitted, it can then be found in RouteOne. 

 

 

Locating Imported Deals in the RouteOne Customer Manager 

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The Customer 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 Customer Manager is accessible by selecting ‘Customer Manager’ within the ‘Deals’ tab. Click the ‘Update’ button located at the top of the screen. The page will refresh and the imported application will display as the first record in the Customer Manager. 

 

 

Submitting Imported Deals in the RouteOne Customer Manager 

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To submit an imported deal to a finance source, click on the primary applicant's name in the Customer 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.