Reporting - Credit Application System

Option 1: Hover over the ‘Reports’ navigation tab at the top of the screen and select the desired report from the dropdown menu.

• This will automatically produce the type of report selected.
• There will be no options available for customizing the report’s parameters (e.g. timeframe, dealership, finance source).

Option 2: Click directly on the ‘Reports’ navigation tab (or select ‘Reports Menu’ from the ‘Reports’ dropdown menu):

• This will produce a popup window with a comprehensive list of reports that can be run.
• You can customize the report parameters (e.g. timeframe, dealership, finance source).

Credit Bureau Volume

Displays Credit Bureau report counts and credit score metrics for credit reports pulled through RouteOne.

Segments by Credit Reporting Agency (CRA), dealer user and customer.
Available in HTML, .pdf, and Excel format.

The Summary report shows counts of credit bureaus run by dealership, broken down by the individual credit reporting agency.

The Detail report displays the dealer user name and ID, along with the customer name and date/time of the credit bureau request.

Customer Prospecting

Contains a list of lease, balloon, and retail accounts, referred to as prospects, due to mature within the next year, as provided by participating finance sources.

Dealer Participation Certification Form Usage

Contains a list of all booked / funded contracts for your dealership and whether or not those contracts have a completed Dealer Participation Certification Form (DPCF).

Organized by dealership user and includes pertinent details, such as standard and final markup rate, pre-determined allowable deviations, finance source, and more.

Decision and Funding Analysis

Shows decision time and mix, by finance source, for all decisioned credit applications submitted in RouteOne, and includes pertinent details, such as funded statuses, FICO credit scores, and more.

Within the Decision and Funding Analysis report, click the number hyperlink under the ‘Submissions’ column to view a detailed summary specific to that Finance Source.

This detailed page shows more specifics such the VIN number, model number, Salesperson information, whether it is a Remote eSigned contract, and more.

You can return to the summary page at any time by clicking the ‘Return to Summary’ link.

Finance and Insurance Log

Displays F&I profit (average per contract and per vehicle) and penetration for each F&I product.

Segmented by dealer, F&I Manager or Salesperson.

Summary and transactional detail are available for all dealership sales.

With optional DMS integration, dealers enjoy nightly automated data processing, direct from accounting on all closed/finalized deals.

Reserve

Dealer Reserve statements are available electronically (month to date) from participating finance sources you are associated with.

Displays summary and transactional detail.

TFS-LFS Reconciliation Report

Dealer Reconciliation Stand-alone report, electronically available for TFS/LFS dealers supporting this feature.

Displays summary and transactional detail.

Time Sales Analysis

Displays dealership total finance penetration and finance source mix (share) for financed contracts.

View the finance sources approving and buying your deals.

Reports can be tailored to a focused analysis of specific sales segments (New/Used, Retail/Lease).

Integration recommended to include all dealer transactions (including applications processed outside of RouteOne).

Trend Analysis

Summary-level metrics to track key finance source trends over time.

Compares booked/funded and approval ratios for each active finance source.

eContracting Performance and Opportunity

Displays the list of total booked eContracts and missed eContracting opportunities for your dealership or dealer group.

Summary and transaction details are available for all dealership sales with a ‘booked’ or ‘funded’ status from a finance source.

To filter the report by current month, previous month, or previous month to current month comparison, click on the drop-down menu at the top of the page and select the appropriate option. You can also filter by a custom date range by clicking the ‘Custom’ option from the drop-down menu and entering the desired dates.

Once the report has been generated, you can view transaction details such as total booked contracts, eContracting opportunities, eContracts booked, and eContract penetration. You can also view if the eContracts listed are Remote eSigned contracts under the ‘Remote eC Contracts’ column.

By clicking the hyperlink with number under ‘eContracts Booked’ column, the system navigates you to another report to show other minute details (i.e., whether or not it is a Remote eSigned deal, Dealer information, dates, etc.). On this page, you can identify deals that had potential eContracting opportunities but went through a paper process instead by filtering contracts in the ‘eC Opportunity?’ column with ‘Y,’ and ‘Contract Type’ column with ‘Paper.’

For your convenience, transactions are automatically separated by 'Remote Signed’ and 'In Store.’

Transaction details in a report can also be tailored to analyze the number of contracts generated by each user.