Innovative Dealer Services (IDS) Credit Systems Integration

Importing Deals from Innovative Dealer Services to RouteOne 

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Within the Innovative Dealer Services system, click on the ‘New Deal’ tab to start an application. 

Input the name and stock number of unit and click the ‘OK’ button. 

 

Input the Buyer and Co-Buyer information being as complete as possible. 

Input information on Credit, Co-Credit, Employment and other tabs. 

Navigate to the ‘Finance’ or ‘Lease’ tab to input the information for a Finance or Lease deal. 

 

Within the ‘Vehicle’ tab, input information on vehicle being purchased and complete the information. 

 

If there is a vehicle being traded, click the ‘Trade In’ tab and complete the information. 

Navigate to the ‘Status’ tab, and click the ‘RouteOne Send Application’ button to transmit your application to RouteOne. Proceed to RouteOne to input any missing information and submit the application to your finance source(s). 

 

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.