Product 1
What's the onramp e-mail?
The e-mail to do the hard pull on the credit through the website
How do we search/open an application?
1. Copy App ID - Agent Portal
2. Paste on App received - Case CENTER
3. Right click - Select right icon
How do you tell the system we talked to an applicant?
By leaving a note on the application
How do you edit the applicant's e-mail?
1. Application tab
2. Primary - double click e-mail address
What is the LTV?
This is the Loan to Value (based on the collateral value)
How do you Bookout a vehicle?
1. Offers tab
2. Collateral
3.Click plus sign - Introduce info
What is the status where we need to do the hard pull?
Pending Hard Pull
Where do we check the docs that are needed?
1. Application tab
2. Documents - Document Status
Where do you see if an app is a renewal?
1. On top on the "renewal application" area
How do you send the onramp e-mail?
1. Email/SMS tab
2. Applicant
3. View Offers from Reprise Financial
4. Send e-mail
Where do you view notes?
Activity Log
How do you create a critical note?
1. Click Add Note
2. Write the Note
3. Select Disposition
4. Click on Critical Note - Check Mark
What information do we need to do the book out of the vehicle?
Year, Make, Model, Trim, Milage
How do we let the next agent know what uploaded docs need to be resent?
1 In activity log - We leave the note
Can we take the VIN from the insurance card?
No, we Cannot
How do you customize a loan offer?
1. Application
2. Selected
3. Double click - Change amount (amount less than the maximum offer)
Where do you see the TLO vehicle information?
Deal terms - Collateral
How do you enter the vehicle payoff?
1. Application
2. Deal terms
3. Eligible Payout Accounts
4. Plus sign - Introduce information
If the title is savage or reconstructed on a secure offer, how much do we need to send it for a review?
Above 10,000 dollars
How do you enter the eligible trades we want to payoff?
1. Application
2. Offers
3. Eligible Payout Accounts
4. Plus sign - Introduce information