How To Use the Finance Decision Engine (Easy Mode)

Easy Mode gives sales representatives the option to select from multiple financing options based on what is most important to their clients. Follow the steps below to qualify for the Easy Mode.

Step 1: Locate the Financing section of the proposal.

Step 2: Select Financing (Easy Mode) by clicking on the button. 

Step 3: Choose between Lowest Interest Rate, Lowest Payment, or Shortest Term factors depending on what matters most to your client.

Step 4: Select the product you want to move forward with and click “Finalize” to continue with a quote.

Step 5: For more options filtered by other factors, click either of the non-highlighted buttons.

Step 6: Click on “Clear Filter” to revert to the beginning.

Step 7: Click the “Qualify” button to start the loan qualification process.

Step 8: After qualifying for financing, click the “Send Loan Docs Request” button to share the financing contract with the customer.

Step 9: The loan documents will arrive in your customer’s inbox. From the email, click on “Review Document” to proceed. The loan documents must be signed to complete the qualification process.

Step 10: To edit the proposal after qualification in any way, click on the x button to cancel and remove the financing option.