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.