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Help » Funding Information July 13, 2005

App Info Credit Emp Info Co Info Co Emp Trade In Desking Lender Funding Forms Notes
Funding Information

The Funding Page is your total transaction recap sheet for accounting purposes.

In the center of the page is the Notes section, which keeps track of any communications between the Dealer and the Lender such as items needed, anticipated date of funding and open issues. This allows anyone familiar with the transaction to log in and obtain a complete understanding of the funding status.

The rest of the Funding Page is divided into the various sections of the transaction, beginning with the customer information, the vehicle sold, the trade-in information, the deal structure, the inventory detail and finally a summary of the transaction.

NOTE: Under normal circumstances, it is not necessary to click on the Save button on the Funding page. However, in the event that Notes to the Funding Page are added, or the lien holder information for the trade payoff needs to be entered, clicking on the Save button will save this information on the Funding record.




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