Identify Me
Name the 5 sections you can commonly see in the Vehicle Description section?
New/Used
Year
Make and Model
Vehicle Identification Number
Primary Use
*Odometer Mileage
What can you say about EASE or LOS?
This tool is use to process or fund transactions. The meaning of EASE is Electronic Acquisition Solution Engine. While LOS is Loan Origination System.
What is How Do I?
What do you call this section on the contract where you can verify when Buye, Co-Buyer, Dealer sign the contract?
Contract Date
What can you say about Credit Bureau Score and Credit Tier?
A credit bureau score is a 3-digit numerical representation (typically 300–850) that estimates an individual's credit risk, predicting the likelihood of repaying loans on time. The Credit Bureau Score is converted to letters like S/A/B/ are considered good tiers while C/D/E are considered low credit tiers.
What is Client SharePoint?
The Client SharePoint contains all process documentation and knowledge base. In order to access this, use https://aticsi.sharepoint.com
Where on the contract you can verify the details the following?
Length of the agreement
How much is the payment
When the is the due date
TILA or Payment Schedule section
What is Banner Spine?
The Banner Spine gives an overview information on the application. Such as the reference number of the transaction, name and address of Buyer, Co-Buyer, and Dealer. Lastly, it also gives information on the vehicle and the credit tier of the customers.
Name this process where you notify the dealership that a minor error has been identified on the contract agreement and you have edited the information that you enter in EASE/LOS tool?
Correction Letter
What do you call this section on the contract where "The tick box must not be check and all lines must be N/A. Else, verify that the date indicated is expired.
Option Box
What can you say about eDocs, also known as Electronic Documents?
The eDocs is a hyperlink located in the Banner Spine. This button allows you to open the contract package where you can validate document submitted for the application and start to process.
What can you say about "AutoBook DDS Fail"?
The AutoBook DDS Fail is one of the 3 types of autobook process. This process means that AutoBook cannot execute to process an application automatically because the questions where not answered.
The questions can be identified on the Policy Review tab under AutoBook Validation sub tab.
Name this section on the contract where you can verify all the Miscellaneous Charges, Purchased Aftermarket Product, Taxes, Processing Charges itemized on the contract?
Itemization Section
What can you say about "Process Flow History"?
This is located on the Banner Spine specifically on the bottom part. This gives you an overview of the status of the 12 tabs, including the tabs AutoBook completed and also the previous funder saved.
What are the choices when answering the AutoBook DDS Fail? Kindly differentiate each.
Pass - Means that all requirements/conditions on the question where answered correctly or met.
Correction Letter - Means that the question where answered however, there's a minor error identified that must be corrected on the contract.
Held Offering - Means that the question where not answered due to requirements or conditions were not met which result for the question to be considered as a major error.