enhanced routeone® credit application integration manual ... ·...

Enhanced RouteOne® CreditApplication Integration

Version 29.50ZI229

Enhanced RouteOne® Credit ApplicationIntegration

Version 29.50

The Reynolds and Reynolds CompanyOne Reynolds WayDayton, OH 45430937.485.2000

800.767.0080 (Technical Assistance Center)

As a condition to viewing these materials, viewer expressly acknowledges and agrees that these materials contain confidential and proprietary in-formation and trade secrets of The Reynolds and Reynolds CompanyReynolds and Reynolds Ltd., and its affiliates (“Reynolds”), and that allrights in and to the materials and information contained therein shall remain at all times the property of Reynolds. Further, viewer acknowledgesthat these materials and the information contained therein are copyrighted by Reynolds.

These materials are solely for use by current customers and employees of Reynolds, and any other use is strictly prohibited.

As a condition to viewing these materials, viewer agrees to keep these materials and the information contained therein strictly confidential;viewer agrees not to disclose or otherwise permit any other entity access to these materials; and viewer agrees not to copy, reproduce, or dis-seminate these materials to third parties. Viewer also agrees that review or disclosure of the information contained in these materials does notconstitute a waiver or relinquishment of any rights or remedies related to Reynolds’ confidential, proprietary, or trade secret information.

The information contained in these materials has been carefully checked and is believed to be accurate. However, Reynolds makes no rep-resentations or warranties regarding the materials and assumes no responsibility or liability for any inaccuracies that may be contained herein.In no event will Reynolds be liable for direct, indirect, special, exemplary, incidental, or consequential damages resulting from any defect oromission in these materials, even if advised of the possibility of such damages. In the interest of continued product development, Reynolds re-serves the right to make improvements in these materials and the products it describes at any time, without notice or obligation.

It is the sole responsibility of the customer to determine the applicability of federal, stateregional, and/or local laws, or other governmental re-quirements regarding the customer’s use, retention, or documentation of data that may be maintained as part of customer’s Reynolds In-HouseComputer System, and to comply with such laws and requirements.

The following products may be mentioned in this manual:

l The Reynolds and Reynolds Company or its affiliates is the owner of the following US patents: 8,531,424, 8,547,356,8,854,330, 8,933,904, 9,081,423, and 9,235,276, and has other patents pending.

l ActiveSync®, ActiveX®, Excel®, Internet Explorer®, Microsoft®, Microsoft Access®, Microsoft Edge®, Notepad®, Outlook®,Windows Vista®, Word®, and WordPad® are products and trademarks of Microsoft Corporation.

l ADESA® is a registered trademark of ADESA, Inc.l Adobe Acrobat and Adobe Reader are products and trademarks of Adobe Systems Incorporated.l Apple® and iPhone® are registered trademarks of Apple, Inc.l AutoCheck® is a registered trademark of Experian.l Auto Plus and Service Plus are products and proprietary marks of KeyTrak, Inc.l Avery® is a registered trademark of Avery Dennison Corporation.l Black Book® is a registered trademark of Hearst Business Media Corporation.l CARFAX® is a registered trademark of Carfax, Inc.l Dealertrack® is a registered service mark of Dealertrack, Inc.l docuPAD® is a registered trademark of COINdata, LLC., an affiliate of The Reynolds and Reynolds Company.l Enterprise Rent-A-Car® and ARMS® are registered trademarks of the Enterprise Rent-A-Car Company.l Equifax® is a registered trademark of Equifax, Inc.l Experian® is a registered service mark of Experian Information Solutions, Inc.l Firefox® is a registered trademark of the Mozilla Foundation.l Kelley Blue Book® is a registered trademark of Kelley Blue Book Co., Inc.l LoJack is a registered trademark of LoJack Corporation.l Macintosh® and Macintosh Safari® are products and registered trademarks of Apple, Inc.l Manheim Auctions® is a registered trademark of Manheim, Inc.l Monarch®, Pathfinder®, Ultra®, 6039, 6063, 9462, and 9465 are trademarks of Avery Dennison Retail Information Services,LLC.

l Mopar is a registered trademark of Chrysler Group, LLC.l NAAA® is a registered trademark of the National Auto Auction Association, Inc.l NADA® is a registered service mark of the National Automobile Dealers Association.l PermaPlate® is a registered trademark of Siskin Enterprises, Inc.l RouteOne® is a registered trademark of RouteOne, LLC.l Symbol® is a registered trademark of Symbol Technologies, LLC.l TransUnion® is a registered trademark of TransUnion, LLC.l WebEx® is a product and trademark of Cisco Technology, Inc.

Table of Contents

29.50 Enhanced RouteOne® Credit Application Integration Manual (ZI229) iConfidential and Proprietary Information of The Reynolds and Reynolds Company © 2020

Enhanced RouteOne® Integration

Enhanced RouteOne® Integration 3

ERA-IGNITE F&I/Desking Toolbar 4

Transmitting Credit Applications to RouteOne® 7

Sending Necessary Information to Request Credit Reports to RouteOne® 9

Accessing the Deal Manager Screen on the RouteOne® Web Site 10

Credit Decision Alerts 11

Credit and Compliance Manager Window 14

Credit Decision Deal Updates 25

Procedures

How to Update Credit Applications with Data Received from RouteOne® 29

How to Set Up the Enhanced RouteOne® Integration 31

How to Activate the LeadSync Integration Option for RouteOne® 35

Index 39


The enhanced RouteOne ® integration is used to transmit credit applicationinformation to the RouteOne® web site, as well as access the RouteOne® web sitedirectly from the ERA-IGNITE System using the single sign-on feature. In ad-dition, when a decision for a credit application is received on the RouteOne® website, the F&I manager is alerted in the ERA-IGNITE System, and the credit appli-cation record is automatically updated in the Credit Application (CAP) applicationto reflect the changes.

The enhanced RouteOne ® integration also provides several tools in theERA-IGNITE F&I application and the CAP application to allow decisions aboutcredit applications to be reviewed and managed.

To set up the enhanced RouteOne® integration in the ERA-IGNITE System, or to li-cense the RouteOne® interface, contact your Account Manager.

For a procedure on setting up the enhanced RouteOne ® integration on theRouteOne® web site after the integration has been set up in the ERA-IGNITE Sys-tem, refer to "How to Set Up the Enhanced RouteOne® Integration" on page 31.

Enhanced RouteOne® IntegrationEnhanced RouteOne® Integration

29.50 Enhanced RouteOne® Credit Application Integration Manual (ZI229) 3Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2020

Enhanced RouteOne® IntegrationERA-IGNITE F&I/Desking Toolbar

ERA-IGNITE F&I/Desking Toolbar

The ERA-IGNITE F&I/Desking toolbar displays at the top of the Start Deal screenand the Worksheet screens in the ERA-IGNITE F&I application. The toolbarprovides shortcut buttons to quickly access various windows and functions usedwhen submitting credit applications to the RouteOne ® web site in theERA-IGNITE F&I application.

The Configure Toolbar window is used to customize the appearance of the toolbarin the ERA-IGNITE System. This window is used to add, remove, and reorganizethe buttons on the toolbar. Employees can also determine the order in which the but-tons display on the toolbar.

To access the Configure Toolbar window, click the (Configure) toolbar button.

This window can also be accessed by selecting System Tools → Preferences → Con-figure Toolbar.

Enter Desking Items in the Items For field to add toolbar buttons for theERA-IGNITE Desking application to the toolbar. Enter F&I Items in the ItemsFor field to add toolbar buttons for the ERA-IGNITE F&I application to thetoolbar.

4 29.50 Enhanced RouteOne® Credit Application Integration Manual (ZI229)Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2020

To add a toolbar button to the toolbar, highlight the corresponding item in the Avail-able Items section and click the Add button. The item is moved to the CurrentItems section. Press the F12 key to save the settings and display the toolbar buttonon the toolbar. To remove a toolbar button from the toolbar, highlight thecorresponding item in the Current Items section and click the Remove button. Theselected item is moved to the Available Items section. Press the F12 key to save thesettings and remove the button from the toolbar.

Following are descriptions of each toolbar button.

l Save (F12)

Click the (Save - F12) toolbar button to save the updates to the record cur-rently displayed. Records can also be saved by pressing the F12 key.

l Save & Clear (F10)

Click the (Save & Clear - F10) toolbar button to save the current deal andclear the entries on the Retail Worksheet screen, the Lease Worksheet screen, orthe Multiple Scenarios screen. Deals can also be saved and cleared by pressingthe F10 key.

l RouteOne

Click the (RouteOne) toolbar button to display a list of options used to accessa RouteOne® credit application, transmit credit applications to RouteOne®, andaccess the RouteOne® Deal Manager screen.

The following options are available:

o R1 Credit Application

Select the R1 Credit Application option to send a credit application to theRouteOne® web site. For more information about the R1 Credit Applicationoption, refer to "Transmitting Credit Applications to RouteOne®" on page 7.




o R1 Credit Bureau

Select the R1 Credit Bureau option to transmit the necessary information forrequesting credit reports to the RouteOne® web site. When the R1 CreditBureau option is selected, the Credit & Compliance screen on the RouteOne®

web site is accessed, where a credit report request can be submitted. For moreinformation about the R1 Credit Bureau option, refer to "Sending NecessaryInformation to Request Credit Reports to RouteOne®" on page 9.

o R1 Deal Manager

Select the R1 Deal Manager option to access the Deal Manager screen on theRouteOne® web site. For more information about the R1 Deal Manager op-tion, refer to "Accessing the Deal Manager Screen on the RouteOne® WebSite" on page 10.

These options can also be accessed by selecting Tools → RouteOne.

l Credit and Compliance Manager

Click the (Credit and Compliance Manager) toolbar button to display theCredit and Compliance Manager window. This window is used to manage ac-tive RouteOne® credit applications throughout the life cycle of the creditapplication and to review decisions returned by lenders. For more informationabout the Credit and Compliance manager window, refer to "Credit and Com-pliance Manager Window" on page 14.


Transmitting Credit Applications to RouteOne®

The R1 Credit Application option in the ERA-IGNITE Credit Application (CAP)application and the ERA-IGNITE F&I application is used to send a credit appli-cation to the RouteOne® web site.

To access the R1 Credit Application option, select Tools → RouteOne → R1 CreditApplication. This option can also be accessed by clicking the (RouteOne) tool-bar button and selecting R1 Credit Application.

Access to view previously submitted RouteOne® credit applications or to create anew credit application to be transmitted to the RouteOne® web site must be grantedin the Security Maintenance (SEC) application.

To grant an employee access to previously submitted RouteOne® credit applicationsor to create a new credit application to be transmitted to the RouteOne® web site inthe ERA-IGNITE F&I application, access the Security Access screen in the SECapplication and select the F&I/Desking → Actions → RouteOne: CreditApplication check box. To grant an employee access to previously submittedRouteOne® credit applications or to create a new credit application to be trans-mitted to the RouteOne ® web site in the CAP application, select the CreditApplication → Actions → RouteOne: Credit Application check box.

When the R1 Credit Application option is selected, the RouteOne® web site is ac-cessed, where the credit application can be reviewed and modified, as needed.

If a credit application has already been transmitted to the RouteOne web® site, thePlease Make a Selection window displays, where the employee can choose to viewthe previously submitted credit application in RouteOne® . Alternatively, the em-ployee can choose to create a new credit application in the CAP application to betransmitted to the RouteOne® web site.

Enhanced RouteOne® IntegrationTransmitting Credit Applications to RouteOne®


Enhanced RouteOne® IntegrationTransmitting Credit Applications to RouteOne®

Transmit Credit Application window

The Transmit Credit Application window in the Credit Application (CAP) appli-cation can also be used to select the lender to which the credit application istransmitted for processing.

To access the Transmit Credit Application window, press the CTRL+T hot key com-bination or select CAP application → CAP Functions → Transmit CreditApplication. This window can also be accessed by clicking the (Transmit Ap-plication) toolbar button.

To transmit a credit application to RouteOne®, click the Send to RouteOne (F8)button. The RouteOne® web site is accessed, where the credit application can be re-viewed and modified.

If a credit application has already been transmitted to the RouteOne® web site, thePlease Make a Selection window displays, where the employee can choose to viewthe previously submitted credit application or to create a new credit application inthe CAP application to be transmitted to the RouteOne® web site.

If multiple RouteOne® IDs are available, the Multi Third-Party ID window dis-plays. Select the appropriate ID to use on this window.


Sending Necessary Information to Request CreditReports to RouteOne®

The R1 Credit Bureau option in the ERA-IGNITE Credit Application (CAP) appli-cation and the ERA-IGNITE F&I application is used to access the Credit &Compliance screen on the RouteOne® web site, where a credit report request canbe submitted.

To access the R1 Credit Bureau option, select Tools → RouteOne → R1 CreditBureau. This option can also be accessed by clicking the (RouteOne) toolbarbutton and selecting R1 Credit Bureau.

Access to the R1 Credit Bureau option in the ERA-IGNITE F&I application and theCAP application must be granted in the Security Maintenance (SEC) application. Togrant an employee access to the R1 Credit Bureau option in the ERA-IGNITE F&Iapplication, access the Security Access screen in the SEC application and select theF&I/Desking → Actions → RouteOne: Credit Bureau check box. To grant an em-ployee access to the R1 Credit Bureau option in the CAP application, select theCredit Application → Actions → RouteOne: Credit Bureau check box.

When the R1 Credit Bureau option is selected, the Credit & Compliance screen onthe RouteOne® web site is accessed. Information from the ERA-IGNITE Systemthat is needed to request a credit report using the RouteOne® web site is auto-matically entered in the fields on this screen.

Enhanced RouteOne® IntegrationSending Necessary Information to Request Credit Reports to RouteOne®


Enhanced RouteOne® IntegrationAccessing the Deal Manager Screen on the RouteOne® Web Site

Accessing the Deal Manager Screen on the RouteOne®

Web Site

The R1 Deal Manager option in the ERA-IGNITE Credit Application (CAP) appli-cation and the ERA-IGNITE F&I application is used to access the Deal Managerscreen on the RouteOne® web site.

To access the R1 Deal Manager option, select Tools → RouteOne → R1 DealManager. This option can also be accessed by clicking the (RouteOne) toolbarbutton and selecting R1 Deal Manager.

Access to the R1 Deal Manager option in the ERA-IGNITE F&I application and theCAP application must be granted in the Security Maintenance (SEC) application. Togrant an employee access to the R1 Deal Manager option in the ERA-IGNITE F&Iapplication, access the Security Access screen in the SEC application and select theF&I/Desking → Actions → RouteOne: Deal Manager check box. To grant an em-ployee access to the R1 Deal Manager option in the CAP application, select theCredit Application → Actions → RouteOne: Deal Manager check box.

When the R1 Deal Manager option is selected, the RouteOne Deal Manager screenon the RouteOne® web site is accessed, where pending credit applications and de-cisions from lenders can be reviewed.


Credit Decision Alerts

When a decision about a credit application is received on the RouteOne® web site,the credit application is automatically updated in the Credit Application (CAP) appli-cation, and an alert that the decision was received displays on various screens in theERA-IGNITE F&I application.

The alert displays for credit applications started either in the ERA-IGNITE Systemor on the RouteOne® web site.

On the Start Deal screen, the Credit Decision Alert icons display to the right of theStatus column so that the status of the credit applications for the last 20 deals canbe easily identified without accessing the RouteOne® web site.

The Credit Decision Alert buttons also display at the top of the Retail Worksheetscreen and the Lease Worksheet screen for a deal. By alerting managers to statuschanges for an application directly in the deal, they can negotiate deals without nav-igating to the RouteOne® web site periodically to verify the status.

Enhanced RouteOne® IntegrationCredit Decision Alerts



The following buttons display to indicate the status of a credit application:

l RouteOne® Credit Application Attached to Deal

The (RouteOne® Credit Application Attached to Deal) button is used to in-dicate that a RouteOne ® credit application is attached to the deal. TheRouteOne® credit application attached to the deal is the credit application thatwas most recently transmitted to the RouteOne ® web site. Click the(RouteOne® Credit Application Attached to Deal) button to access the Creditand Compliance Manager window, where recent credit applications and the de-cisions returned by lenders can be reviewed. For more information about theCredit and Compliance Manager window, refer to "Credit Applications Tab" onpage 16.


l New Credit Decision from RouteOne®

The (New Credit Decision from RouteOne®) button is used to indicate that anew credit decision has been received from RouteOne® and is attached to thedeal. Click the (New Credit Decision from RouteOne®) button to access theCredit and Compliance Manager window, where recent credit applications andthe decisions returned by lenders can be reviewed. For more information aboutthe Credit and Compliance Manager window, refer to "Credit Applications Tab"on page 16.

If a decision about a credit application is received from a lender other thanRouteOne®, the (New Credit Decision) button displays.

When the (New Credit Decision) button is clicked, the alert is cleared, andthe (Credit Application Attached to Deal) button displays.

When the (New Credit Decision from RouteOne®) button is clicked, the alertis cleared, and the (RouteOne® Credit Application Attached to Deal) buttondisplays.

l Credit Application Attached to Deal

The (Credit Application Attached to Deal) button is used to indicate that acredit application is attached to the deal. The credit application attached to thedeal is the credit application that was transmitted to a non-RouteOne® lender.Click the (Credit Application Attached to Deal) button to access the Creditand Compliance Manager window, where recent credit applications and the de-cisions returned by lenders can be reviewed. For more information about theCredit and Compliance Manager window, refer to "Credit Applications Tab" onpage 16.



Enhanced RouteOne® IntegrationCredit and Compliance Manager Window

Credit and Compliance Manager Window

The Credit and Compliance Manager window in the Credit Application (CAP)application and the ERA-IGNITE F&I application is used to manage credit ap-plications throughout their life cycle, review decisions returned by lenders, andmonitor the status of risk-based pricing notices and adverse action notices. This win-dow provides employees with a summary of credit application activity in the CAPapplication.

Using the Credit and Compliance Manager window, employees can easily reviewwhich credit applications were added for a specific date or range of dates, confirmthe status and decision for previously submitted applications, submit credit ap-plications to lenders from a single location, and determine when compliance noticeshave been provided to customers.

The Credit and Compliance Manager window in the CAP application or theERA-IGNITE F&I application can be accessed using one of the following fourmethods:

l Use the following path: Tools → Credit and Compliance Manager.

l Click the (Credit and Compliance Manager) toolbar button.

l Click the Credit and Compliance Manager link on the Credit Application Alertswindow.

l Click the Credit Decision Alert buttons on the Start Deal screen, the RetailWorksheet screen, or the Lease Worksheet screen.


The Credit and Compliance Manager window includes the Credit Applications taband the Compliance Notice Manager tab. On the Credit Applications tab, em-ployees can review a list of credit applications and decisions returned by lenders.For information about the Credit Applications tab, refer to "Credit ApplicationsTab" on the following page.

On the Compliance Notice Manager tab, employees can search for and reviewcredit report information and manage compliance tasks. For information about theCompliance Notice Manager tab, refer to the Credit Bureau Inquiry and Com-pliance Notice Manager manual (ZI231).




Credit Applications Tab

The Credit Application tab on the Credit and Compliance window is used to reviewa list of credit applications and decisions returned by lenders.

On the Credit Applications tab, credit applications and decisions returned bylenders display, with the most recently submitted credit applications and the most re-cent decisions returned by lenders displayed at the top of the list. The creditapplications and decisions that display can be customized using various search cri-teria, such as a range of dates, the vehicle type, the name of the employee whotransmitted the credit application, or the status of decisions returned by lenders. Inaddition, various filter options can be used to sort the credit applications and de-cisions displayed.

The entered search criteria and filter options are saved for the employee and areautomatically entered when the employee next accesses the Credit and ComplianceManager window.


If a credit application has been sent to or received from the RouteOne® web site,the (RouteOne) button displays. Click this button to access the credit applicationon the RouteOne® web site. The Please Make a Selection window displays, wherethe employee can choose to view the previously submitted credit application or tocreate a new credit application in the CAP application to transmit to the RouteOne®

web site.

Access to view previously submitted RouteOne® credit applications or to create anew credit application to be transmitted to the RouteOne® web site must be grantedin the Security Maintenance (SEC) application.

To grant an employee access to previously submitted RouteOne® credit applicationsor to create a new credit application to be transmitted to the RouteOne® web site inthe ERA-IGNITE F&I application, access the Security Access screen in the SECapplication and select the F&I/Desking → Actions → RouteOne: CreditApplication check box. To grant an employee access to view previously submittedRouteOne® credit applications or to create a new credit application to be trans-mitted to the RouteOne ® web site in the CAP application, select the CreditApplication → Actions → RouteOne: Credit Application check box.

Click the Edit/More link to display a menu with additional options that are availablefor the credit application. The following options are available:

l Attach to Deal

Select the Attach to Deal option to display the Deal Search window, where asearch can be performed for a deal to which the credit application should beattached.

The Attach to Deal option is also available by clicking the Attach to Deal but-ton on the Decision screen in the CAP application. For more information aboutthe Decision screen, refer to the ERA-IGNITE Sales and F&I manual (ZI103).

l Add Deal

Select the Add Deal option to add a new deal in the ERA-IGNITE F&I appli-cation using the information entered on the credit application and the decisionreturned by the lender. The credit application is also attached to the new deal.

The Add Deal option is also available by clicking the Add Deal button on theDecision screen in the CAP application. For more information about the De-cision screen, refer to the ERA-IGNITE Sales and F&I manual (ZI103).




l Transmit App to Additional Lenders

Select the Transmit App to Additional Lenders option to display the TransmitCredit Application window, where the credit application can be sent to multiplelenders.

l Delete

Select the Delete option to delete a credit application for which a decision hasnot been returned by a lender.

Applications Flyout Details Section

If a decision has been returned by a lender, additional details about the decision canbe reviewed in the Flyout Details section. To review more detailed informationabout the decisions returned by lenders, click the Down Arrow (Expand) buttonto the left of the applicant's name. Additional details, such as the lender/financesource name, tier, term, amount, buy rate, and payment, display.


Click the Lender/Finance Source link to access the Credit Application Decision De-tails window, where additional information about the credit decision can bereviewed. For more information about the Credit Application Decision Details win-dow, refer to "Credit Application Decision Details" on page 22.

If a decision is returned by a lender with additional stipulations or notes, the Viewlink displays in the Stips/Notes column. Click the View link to access theResponse tab on the Decision Response window, where the stipulations and notescan be reviewed.

If a message is returned by a lender, the (Envelope) button displays in the un-labeled Message column. Click the (Envelope) button to access the Messagestab on the Decision Response screen, where messages from lenders can be viewed.




Click the Edit/More link to display a menu with additional options that are availablefor the credit application.

The following options are available:

l Add Deal

Select the Add Deal option to add a new deal in the ERA-IGNITE F&I appli-cation using the information entered on the credit application and the decisionreturned by the lender. The credit application is also attached to the new deal.

The Add Deal option is also available by clicking the Add Deal button on theDecision screen in the CAP application. For more information about the De-cision screen, refer to the ERA-IGNITE Sales and F&I manual (ZI103).

l Update Deal

Select the Update Deal option to display the Credit Decision Deal Updates win-dow, where the associated deal in the ERA-IGNITE F&I application can beupdated using the information entered on the credit application and the decisionreturned by the lender. For more information about the Credit Decision Deal Up-dates window, refer to "Credit Decision Deal Updates" on page 25.

The Update Deal option is also available by clicking the Update Deal buttonon the Decision screen in the CAP application. For more information about theDecision screen, refer to the ERA-IGNITE Sales and F&I manual (ZI103).


l New Scenario

Select the New Scenario option to create a new scenario for the associated dealin the ERA-IGNITE F&I application using the information entered on the creditapplication and decision.

The New Scenario option is also available by clicking the New Scenario but-ton on the Decision screen in the CAP application. For more information aboutthe Decision screen, refer to the ERA-IGNITE Sales and F&I manual (ZI103).

The unlabeled Status column displays the status icon associated with the status ofthe credit decision.

The following status icons are available:

l Approved

The (Approved) icon indicates that the lender approved the credit application.

l Approved with Conditions

The (Approved with Conditions) icon indicates that the lender can approvethe credit application once lender-specified conditions are met.

l Booked

The (Booked) icon indicates that the credit application has been approvedand booked. The definition for credit applications in Booked status varies de-pending on the lender.

l Declined/Denied

The (Declined/Denied) icon indicates that the lender declined or denied thecredit application.

l Decision Pending

The (Decision Pending) icon indicates that a decision has not been returnedby the lender.

l Error

The (Error) icon indicates that an error has occurred. Details about the errorthat occurred can be viewed on the Decision Response window by clicking theView link in the Stips/Notes column.




Credit Application Decision Details

The Credit Application Decision Details window is used to review informationabout the credit application, such as the customer, the credit analyst, the credit de-cision, and the contract funding status. Detailed information returned by lendersregarding credit decisions can also be reviewed.

In addition, employees can click the Deal # link to access the deal in the ERA-IGNITE F&I application, the ERA App # link to access the credit application in theCAP application associated with the decision, and the R1 App # link to access thecredit application and decision on the RouteOne® web site.

To access the Credit Application Decision Details window in the ERA-IGNITE F&Iapplication, click the Lender link on the Credit Applications tab on the Credit andCompliance Manager window.

To display the Credit Application Decision Details window in the CAP application,access a credit application for which a decision has been returned and select Tools→ Credit Application Decision Details.


Information only displays in the RouteOne Application column if a credit appli-cation was transmitted to the RouteOne® web site or if a decision was received froma RouteOne® lender.

To print deal documentation from the Credit Application Decision Detail window,press the F10 key to display the Print Credit Application Decision Details window.




Select the sections to print in the Print Selections section and press the F10 keyagain to print the selected sections.

If the docuPAD® Deal Management (DDM) application or the Integrated DocumentManagement (IDM) application is licensed, a bar code is included on documentsprinted for applications that are attached to a deal.


Credit Decision Deal Updates

The Credit Decision Deal Updates window in the ERA-IGNITE F&I application isused to update deal information using the information entered on the credit ap-plications or decisions returned by lenders.

To access the Credit Decision Deal Updates window in the F&I application, selectTools → Credit Decision Deal Updates.

This window can also be accessed by clicking the Edit/More link and selecting theUpdate Deal option or the Attach to Deal option on the Credit and ComplianceManager window in the ERA-IGNITE F&I application or the Decision screen in theCredit Application (CAP) application.

On the Credit Decision Deal Updates window, credit applications with decisions re-ceived from lenders for the deal display in the Select Credit Decision section. Foreach credit application decision, deal details, such as term, buy rate, and paymentamount, display so that employees can quickly select the decision with the mostrelevant information to use when updating the deal.

Enhanced RouteOne® IntegrationCredit Decision Deal Updates


Enhanced RouteOne® IntegrationCredit Decision Deal Updates

In the Select the Credit Application Data You Wish to Apply to the F&I Deal sec-tion, the deal number, the date and time the deal was updated, the credit applicationnumber, and the date and time the credit application was updated, display. In ad-dition, * (Asterisk) displays to the right of the Deal field or the CreditApplication field to indicate whether the information entered in deal was updatedmore recently than the information entered in the decision returned by the lender, orvice versa.

If the information entered in the credit application or decision does not match the in-formation entered in the deal, the unmatching information displays in the Select theCredit Application Data You Wish to Apply to the F&I Deal section. Select thedeal information that should be updated with information from the credit applicationand click the OK (F12) button to update the deal.


Procedures

How to Update Credit Applications with Data Receivedfrom RouteOne®

Credit application records in the ERA-IGNITE System that have been transmittedto the RouteOne® web site can be set up to automatically update the status of thecredit application and the information included on the credit application when alender decision is received on the RouteOne® web site.

1. 1Access the F&I Area Specifications screen in the Finance and Insurance (FIN)Specifications application.

The F&I Area Specifications screen is accessed using the following path: FINSpecifications → Functions → Miscellaneous F&I Specifications → F&I AreaSpecifications.

2. 2Select the Spec 2 tab.

ProceduresHow to Update Credit Applications with Data Received from RouteOne®


ProceduresHow to Update Credit Applications with Data Received from RouteOne®

3. 3Select the Update ERA Credit Application using RouteOne Datacheck box to automatically update credit applications when data is receivedfrom lenders on the RouteOne® web site.

If this check box is not selected, existing credit applications will not be up-dated from RouteOne® . Decision data is still automatically imported fromRouteOne® and displays in the CAP application; however, existing credit ap-plications are not updated with the latest credit application data received fromRouteOne®.

4. 4Press the F12 key to save the changes.


How to Set Up the Enhanced RouteOne® Integration

When a decision about a credit application is received on the RouteOne® web site,the credit application can be automatically updated in the ERA-IGNITE Systemusing the enhanced RouteOne® integration. In addition, the enhanced RouteOne®

integration can be used to access the RouteOne® web site directly from theERA-IGNITE System without entering credentials each time.

1. 1Access the Premium Services Main Menu screen on the RouteOne® web siteby selecting the Premium Services option in the Admin menu.

2. 2Click the Subscribe button in the Enhanced DMS Integration section to sub-scribe to the enhanced RouteOne® integration option for the ERA-IGNITESystem.

The Dealer Participation Agreement Addendum (DPA Addendum) displays.

ProceduresHow to Set Up the Enhanced RouteOne® Integration



3. 3In the Subscription Options section, select the Reynolds and ReynoldsERA-IGNITE option button.


If RouteOne® has not received set up approval from Reynolds and Reynolds, anerror message displays. For more information, contact your Account Manager.

4. 4Review the DPA Addendum and select the Accept check box.

5. 5Click the Submit button to submit the DPA Addendum and activate the en-hanced RouteOne® integration option for the ERA-IGNITE System.

6. 6Select the Users option from the Admin menu to access the Users screen.

7. 7In the Actions column, click the Edit button for a user profile being set up toutilize the single sign-on feature of the enhanced RouteOne® integration option.




The Edit User screen displays.

8. 8In the Third Party IDs for This User section, enter the employee's User ID forthe ERA-IGNITE System in the Enhanced Reynolds and Reynolds field.

9. 9Click the Save Information button to save the changes.

10. 10Repeat steps 7-9 to set up the RouteOne® single sign-on feature for additionalemployees.


How to Activate the LeadSync Integration Option forRouteOne®

Using the LeadSync integration option, credit applications that are submitted to theRouteOne® web site from a dealer web site or third-party provider can be auto-matically exported to the ERA-IGNITE System before a decision is received.

1. 1Access the Credit Bureau/Dealer System Provider Summary screen on theRouteOne® web site by selecting the Credit Bureau/DSP option in the Adminmenu.

2. 2Click the Add/Edit DSP button.

The Add/Edit DSP table displays.

ProceduresHow to Activate the LeadSync Integration Option for RouteOne®



3. 3Enter Activate in the Forward Imports to Other DSPs (LeadSync) fieldfor the dealer system provider (DSP) for which to activate the LeadSync in-tegration option.

The ERA-IGNITE check box displays.

4. 4Select the ERA-IGNITE check box.

5. 5Click the Submit button to the right of the DSP to save the changes.


A message window displays to confirm that credit applications should be auto-matically exported to the ERA-IGNITE System before a decision is received.

6. 6Click the OK button.

The Dealer Participation Agreement Addendum (DPA Addendum) displays.

7. 7Review the DPA Addendum and select the I Agree option button.

8. 8To activate the LeadSync integration option, select the Yes option button forthe DSP.

9. 9Click the Submit button to submit the DPA Addendum and activate theLeadSync integration option.



Index

AActivating

Enhanced RouteOne® Integration, 31LeadSync Integration option, 35

CCredit and Compliance Manager window

Tools menuF&I application, 14

Credit Applications tabCredit and Compliance Manager window,

16Credit Decision Deal Updates option

Tools menuF&I application, 25

EEnhanced RouteOne® Integration

Activating, 31ERA-IGNITE F&I/Desking application

Toolbar, 4

HHow to

ActivateEnhanced RouteOne® Integration, 31LeadSync Integration option, 35

UpdateCredit Applications

RouteOne®, 29

LLeadSync Integration option

Activating, 35

RR1 Credit Application option

Tools menuCAP application, 7

R1 Credit Bureau optionTools menu

CAP application, 9R1 Deal Manager option

Tools menuCAP application, 10

RouteOne optionR1 Credit Application, 5R1 Credit Bureau, 6

RouteOne toolbar button, 5RouteOne®

Credit ApplicationsUpdating, 29

RouteOne® optionR1 Credit Application, 7R1 Credit Bureau, 9R1 Deal Manager, 10

SSave & Clear (F10) toolbar button, 5Save toolbar button, 5

TToolbar

ERA-IGNITE F&I/Desking application, 4

UUpdating

Credit ApplicationsRouteOne®, 29


enhanced routeone® credit application integration manual ... ·...

Documents