Creating a finance application, submitting it to Finance Central, and sending the link to a customer

Creating a finance application inside Motorcentral is simple, and sending a Finance Central link to a customer via the DMS is even simpler (we recently changed the process to make it easier and faster). 

Step 1: Initiate a finance application

This can be done by via an opportunity, contact, or a vehicle.

Adding a finance application via an opportunity: Opportunities > New Activity > Finance Application

Adding a finance application via a contact: Contacts > New Activity > Add Finance Application

Adding a finance application via a vehicle: Right click on the vehicle > Add finance Application

Step 2: Complete finance application

To complete the finance application fill in the fields between the 'General' and 'Finance' tabs.

Step 3: Submit application to Finance Central

If your dealership has Finance Central activated, you have the option to submit it to Finance Central.

Submit to Finance Central > Yes 

Note - it takes approximately 10 seconds for this process. 

Step 4: Share Finance Central application link with a customer via sms or email

We have changed this process so you can now share a Finance Central application link with a customer via sms or email from within the Motorcentral DMS. For this example, we will select 'send link via email'.

You have the option to customise the email or to send it as is. Once you are happy with the message select 'Send'. The customer can now complete their part of the process. 

Once you have completed this hit ‘save and close’ to close the window.