| Dealertrax Sales Manager |
Credit
|

If you offer 'On the Lot Financing' or send out your deals to an outside source for funding, you can use the Credit Module to capture all the required data for a Credit Application. You can use all the information you enter in this screen on the deal, if your customer passes the credit requirements.
The List tab allow you to look at all the clients that have had their credit reviewed. You should strive to get as much of the information from your client as possible. The Buyer, Residence, Employment, Purchase and Reference tabs contain the fields that will print out when you Click on the Print button. If you do not have this information, your application will be incomplete and more than likely rejected.
The Purchase tab allows you to either pick from stock or enter the vehicle and deal details for this application.
The References tab allows you to store information that you can use, even if the credit company does not approve their credit. Many of our clients like to maintain reference information so that if they ever have to reposes the vehicle, they know where to look, other than the owners house.
The Print button will print a Credit Application (right clicking will allow you to edit this report format).
The Credit Report tab allows you to Paste the credit report from the Equifax(c) ePort module. Please contact Equifax for more information on the Internet based Credit Applications.
The Import button will bring over all the information from the Equifax(c) Emperor software. This is the older Equifax version of modem based Credit Applications.