importing deals from dominion access to routeone - unify your … · quick start guide 1 rev....

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Quick Start Guide 1 rev. 8.16.16 RouteOne / Dominion ACCESS Integration Importing Deals from Dominion ACCESS to RouteOne Before importing deals, you must first subscribe by using the tabs at the top of the Dominion ACCESS screen, by entering the dealership’s legal name, and the dealership’s RouteOne ID. Once set up, go to the Prospect screen in AF 6.1 Sales Desk or AF 6.2 Deal Entry & Inquiry, or go to an active deal in AF 6.2 Deal Entry. Press the ‘CA’ button. Click the ‘Setup’ button, and edit the dealer setup information to allow access to RouteOne if required. Click the ‘Send’ button. Highlight the dealership name and click the ‘Enter’ button, if applicable. Highlight the ‘RouteOne’ option. Click the ‘Enter’ button. A successful transmission will be indicated by a message that reads “OK 200.” o NOTE: Editing the dealer setup information affects the dealer setup for all applications. This should generally only need to be edited once, and then again only if basic dealership information changes. Field Descriptions and Uses Elements that are mapped to come over, include: Key Data Application Status Defaults as New. Must be edited if for a resubmission. Status Type Defaults as New Application. Must be edited to indicate Update Payment Call or Add Co-Applicant. Credit Type Defaults as Individual if no co-buyer on record; defaults as Joint if a co-buyer is on the record and makes the Co-Applicant Data tab editable. If user manually changes Individual to Joint, the Co-Applicant Data tab becomes editable. Application Type Defaults as Personal if Prospect Class is Retail. Defaults as Business if Prospect Class is Commercial, Fleet, or Wholesale. Product Type Defaults as Retail, Lease, or Balloon according to deal type on record. Payment Call Defaults as No. Must be edited. Vehicle Type Defaults on New, Used, or Demo according to vehicle in deal record. Trade Involved Defaults to Yes if a trade is on record and makes Trade Data tab editable. Defaults as No if no trade is on record and the Trade Data tab is not editable. If user manually changes No to Yes, the Trade Data tab becomes editable. Customer Credit Type Defaults as none. Must be edited to indicate type of credit customer.

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Page 1: Importing Deals from Dominion ACCESS to RouteOne - Unify Your … · Quick Start Guide 1 rev. 8.16.16 RouteOne / Dominion ACCESS Integration Importing Deals from Dominion ACCESS to

Quick Start Guide

1 rev. 8.16.16

RouteOne / Dominion ACCESS Integration

Importing Deals from Dominion ACCESS to RouteOne Before importing deals, you must first subscribe by using the tabs at the top of the Dominion ACCESS screen, by

entering the dealership’s legal name, and the dealership’s RouteOne ID.

Once set up, go to the Prospect screen in AF 6.1 Sales Desk or AF 6.2 Deal Entry & Inquiry, or go to an active deal

in AF 6.2 Deal Entry.

Press the ‘CA’ button.

Click the ‘Setup’ button, and edit the dealer setup information to allow access to RouteOne if required.

Click the ‘Send’ button.

Highlight the dealership name and click the ‘Enter’ button, if applicable.

Highlight the ‘RouteOne’ option.

Click the ‘Enter’ button.

A successful transmission will be indicated by a message that reads “OK 200.”

o NOTE: Editing the dealer setup information affects the dealer setup for all applications. This should

generally only need to be edited once, and then again only if basic dealership information changes.

Field Descriptions and Uses Elements that are mapped to come over, include:

Key Data

Application Status Defaults as New. Must be edited if for a resubmission.

Status Type Defaults as New Application. Must be edited to indicate Update Payment Call or Add

Co-Applicant.

Credit Type Defaults as Individual if no co-buyer on record; defaults as Joint if a co-buyer is on the

record and makes the Co-Applicant Data tab editable. If user manually changes

Individual to Joint, the Co-Applicant Data tab becomes editable.

Application Type Defaults as Personal if Prospect Class is Retail. Defaults as Business if Prospect Class is

Commercial, Fleet, or Wholesale.

Product Type Defaults as Retail, Lease, or Balloon according to deal type on record.

Payment Call Defaults as No. Must be edited.

Vehicle Type Defaults on New, Used, or Demo according to vehicle in deal record.

Trade Involved Defaults to Yes if a trade is on record and makes Trade Data tab editable. Defaults as

No if no trade is on record and the Trade Data tab is not editable. If user manually

changes No to Yes, the Trade Data tab becomes editable.

Customer Credit Type Defaults as none. Must be edited to indicate type of credit customer.

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RouteOne / Dominion ACCESS Integration

Applicant Data

First Defaults in first name on record.

Middle Must be edited. Any middle initial will default into first name field.

Last Defaults in last name on record.

Suffix Must be edited. Any suffix will default into last name field.

DOB Defaults in date of birth on record.

Phone Defaults in home phone number on record.

SSN Defaults in social security number on record.

Address History Defaults in current address on record. All other fields must be edited.

Work History Defaults in employer. All other fields must be edited.

DL Number Defaults in driver license number on record.

DL State Defaults in DL state on record; otherwise, defaults in dealer’s state.

Marital Status Must be edited. Defaults blank.

First Spouse’s first name must be edited. No data defaults in.

Middle Spouse’s middle initial must be edited. No data defaults in.

Last Spouse’s last name must be edited. No data defaults in.

Salary Spouse’s salary must be edited. No data defaults in.

Bus. Tax ID Must be edited. Only available if Application Type is Business.

Bus. Name Defaults the business name. Only available if Application Type is Business.

Bus. DBA Must be edited. Only available if Application Type is Business.

Email Defaults in prospects email address on record.

Comments User defined.

Co-Applicant Data

First Defaults in co-buyer first name on record.

Middle Must be edited. Any co-buyer middle initial will default into first name field.

Last Defaults in co-buyer last name on record.

Suffix Must be edited. Any co-buyer suffix will default into last name field.

DOB Defaults in co-buyer’s date of birth on record.

Phone Defaults in co-buyer’s home phone on record.

SSN Defaults in co-buyer’s social security number on record.

Address History Defaults in co-buyer’s current address on record. All other fields must be edited.

Work History Must be edited. No data defaults in.

DL Number Defaults in co-buyer’s driver license number on record.

DL State Defaults in co-buyer’s DL state on record; otherwise, defaults in dealer’s state.

Marital Status Must be edited. Defaults Married.

Relationship to Applicant Must be edited. Defaults blank.

Email Must be edited. Defaults blank.

Comments User defined.

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RouteOne / Dominion ACCESS Integration

Vehicle Data

Certified Used Defaults in from vehicle’s Demo/Prog field if marked [C]ertified.

Stock Number Defaults in vehicle’s stock number on record.

VIN Defaults in vehicle’s VIN on record.

Book Year Defaults in vehicle’s VIN Year on record.

Book Make Defaults in vehicle’s Make on record.

Book Model Defaults in vehicle’s Model on record.

Book Trim Defaults blank. Must be edited from Book Model field.

Options Highlight an option to mark it by pointing cursor and clicking mouse. If marking

multiple options, press the shift key.

Book Must be edited. Defaults blank.

Booked Out Must be edited. Defaults NO.

Book Out Date Must be edited. Defaults blank.

Book Out Options Must be edited. Defaults blank.

Trade Data

Trade Year Defaults in Trade Year on record.

Trade Make Defaults in Trade Make on record.

Trade Model Defaults in Trade Model on record.

Trade Trim Defaults blank. Must be edited from Book Model field.

Trade Lienholder Defaults in Trade Lienholder on record.

Trade Payments Must be edited. Defaults blank.

Trade Payoff Amount Defaults in Trade Payoff on record.

Gross Trade In Defaults in the Allowance on record.

Product Data

Term Defaults in Term on record.

Selling Price Defaults in Selling Price (sale) or Capital Cost (lease) on record.

T&L Estimate Defaults in Title, License, and Miscellaneous Fees (Estimate) on record.

Cash Down Defaults in Down Payment (sale) or Cap Reduction (lease) on record.

Rebate Defaults in Rebate on record.

Net Trade Defaults in Net Trade (Allowance – Payoff) on record.

Unpaid Balance Defaults in Unpaid Balance (Selling Price – [Cash Down + Rebate + Net Trade]) on

record.

Initial Cap Cost Defaults in Total Cap Cost on record in leases only.

Cash Selling Price or Capitalized Cost If a sale, balloon or flex buy deal, the Amount Due for the vehicle, all add-ons and

taxes. If a lease, the capitalized cost of the vehicle.

Residual Amount If a lease, the Residual value of the vehicle.

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Product Data (Continued)

Warranty Defaults in Extended Service price on record.

Credit Life Defaults in the Credit Life price on record.

Acc & Health Defaults in the A&H price on record.

Acq Fee Defaults in the Acquisition Fee (lease) or Loan Origination Fee (sale) on record.

Est Amt Fin Defaults in the estimated Amount Financed (sale) or Net Cap Cost (lease) on record.

Adj Cap Cost Defaults in the Net Cap Cost on record in leases only.

Invoice Amount Must be edited. Defaults blank.

Est payment Defaults in the Monthly Payment/Rent (Estimate) on record.

Used Value Must be edited. Defaults blank.

Used Book Must be edited. Defaults blank.

Used Mileage Defaults in the current Odometer reading if a used vehicle.

New Mileage Defaults in the current Odometer reading if a new vehicle.

MSRP Defaults in the MSRP on record.

Req APR Defaults in the APR on record.

Sales Tax Defaults in the Sales Tax on record.

Oth Fin Fees Must be edited. Defaults blank.

Est Annual Mile Defaults in the Annual Mileage Allowed in leases only.

Excess Mile Defaults in the Annual Mileage Purchased in leases only.

Cost Per Mile Defaults in the Advance Excess Mileage Rate in leases only.

Gap Defaults in the GAP price on record. The system will recognize any DSO that has the

letters GAP in consecutive order.

Other Fees Defaults in Other Fees (Deliver or Doc Fee) on record.

W/S Value Must be edited. Defaults blank.

W/S Source Must be edited. Defaults blank.

Retail Value Must be edited. Defaults blank.

Retail Source Must be edited. Defaults blank.

Money Rate Defaults in the Money Rate Factor, if applicable.

Doc Fee Defaults in the Doc Fee on record in leases only.

Other Ins Must be edited. Defaults blank.

(All dollar amounts are rounded down to a whole number)

Completing a Contract in RouteOne Within the RouteOne system, click ‘Contract Manager’ under the ‘Deals’ tab.

Your uploaded contract will show a status of DSP Import .

Click on the contract status of DSP Import.

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If more than one credit decision in RouteOne matches the contract imported from a DSP, a selection screen prompts you to select the correct match, or you can click ‘Create New Credit Application’ to open an application.

After making your selection, click the ‘Save & Continue’ button.

The RouteOne Contract Worksheet will open and be populated with information uploaded from your system. Enter any missing data required by the finance source.

If the selected finance source supports Data Validation, click the ‘Validate’ button.

If the selected finance source does not support Data Validation, or if you are not performing validation on this particular contract, click the ‘Save’ button to complete the eContract.

Locating Imported Deals in the RouteOne Deal Manager 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.

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Additional RouteOne training guides are available through the ‘News/Info’ tab within RouteOne. Dealers may also join complimentary RouteOne System Training Sessions from the ‘News/Info’ tab, or by clicking here. For additional information

on the RouteOne system, contact RouteOne Support at 866.768.8301, email [email protected]. For DSP related questions, please contact Dominion ACCESS at 800.227.8187.

Submitting Imported Deals in the RouteOne Deal Manager 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.

Integration Successful.