Quorum Integration

Importing Deals from Quorum to RouteOne 

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Only deals that have not been booked or closed can be imported to RouteOne. 

Within the Quorum system, click the ‘Credit’ button from the ‘Vehicle Sales Worksheet’ window.  

 

Click the ‘Submit’ button to send the credit application to RouteOne. 

You can only submit the credit application for the ‘Vehicle Sales ID’ noted at the top of the window. This is the ID of the deal that is currently open. 

 

Locating the 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. 
 

Exporting Deals from RouteOne to Quorum System 

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The integration also allows you to export an application and finance source decision from the RouteOne system to the DMS system. 

Within the RouteOne Deal Manager page, select the ‘Export Application to DMS’ option within the ‘Edit/More’ drop-down for the credit decision you would like to export. 

 

A RouteOne DSP Export page will display. Select one of the following options: 

• Export Application: Select this option to export the credit application (excluding any credit decision) to your system. 
• Export Application & Finance Source Information: Selecting this option will export the credit application and the credit decision to your system. 

Click the ‘Export’ button. 

 

Within the Quorum system, click the ‘Retrieve’ button to bring up the exported Credit Application/Decision from RouteOne.

 

RouteOne Dealer Reports 

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The RouteOne system can generate a variety of reports to help you better manage your business and identify opportunities to increase profits.  Each night, RouteOne will retrieve a file from your DMS detailing ALL of your dealership’s closed or finalized deals.  The next morning, when you login to RouteOne, you can run various performance reports including all your F&I activities and transaction details for extracted records, regardless of whether the deal originated in your DMS or RouteOne system. The only reports that will auto-populate from your DMS system are Decision and Funding Analysis, F&I Log, Reserve, and Time Sales Analysis. The other reports will only be able auto-populate if information is already in the RouteOne system.  

Finance & Insurance Log Report 

Provides a comprehensive sales record, displaying relevant attributes for each sales transaction and totals/averages for the selected date ranges ad input parameters.  This report closely models many of the manual and automated F&I Logs used today. 

To run this report, click the ‘F&I’ option within the ‘Reports’ tab. 

 

Decision Analysis (Time and Mix) Report 

The Decision Analysis report allows you to monitor decision time and mix, by Finance Source, for your decisioned credit applications. 

To run this report, click the ‘Decision & Funding Analysis’ option within the ‘Reports’ tab. 

 

Time Sales Analysis Report 

The Times Sales Analysis Report provides share analysis by Finance Source showing finance penetration both as a percentage of total vehicle sales as a percentage of finance contracts (available “time sales”). 

To run this report, click the ‘Times Sales Analysis Report’ option within the ‘Reports’ tab.