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Credit Applications

Create and submit credit applications from Prospects, Desks, or Deals using prefilled data, with tabs for easy entry and built-in checks for required fields.

The Credit Application in VUE allows dealerships to collect and submit credit information for prospective buyers. This guide includes:

  • Video Overview – Watch a short video that walks through the Credit Application process step-by-step.

  • Credit Application Overview – Learn how applicant, vehicle, and product details are populated, which fields are editable, and how credit history and PII are handled.

  • Within Prospect Records – Access and update credit applications directly from the Prospect screen, including importing data and navigating key tabs.

  • Within Desks and Deals – Launch and manage credit applications from Sales Desk or Deal records, with options to save or submit once all required data is collected.

 

Video Overview

 

Credit Application

Applicant data, Co-Applicant, Addresses, Vehicle and Trade 

Details are populated from the Prospect and Deal screens. Some fields are display only if they are relevant to the application. 

Employment and address history can be manually entered into the applicant sections as needed.

 

Product

Calculated fields are updated based on other values and are not directly editable within the Credit Application modal.

Important - Changes made in the Product section DO NOT update the Deal. They are only used for the Credit Application.

 

 

History

The History tab will show the submissions of the credit application on the prospect.

Use the hyperlinks in the Action column to download the XML data.  SSN and DL information are not included in the XML data.

 

Within Prospect Records

  1. Navigate to Sales > F&I > Prospects
  2. Filter/Sort the primary grid to locate the Prospect.
  3. Click to select the corresponding line for the Prospect 
  4. Hover over the More icon in the Action Ribbon and select [Credit Requests] from the drop down. 

  5. You are prompted to update the credit application with information from the Prospect Record. To proceed to the application, select [Yes] to import or [No] to to not import. NOTE: Based on your selection, required fields could be altered preventing the application from being submitted.

  6. Update the Credit Application as needed. The tabs at the left of the Credit Application modal allow for quick navigation to the Applicant, Co-Applicant, Vehicle, and Trade.  

  7. From the Prospect Record, the Credit Request will allow you to Save the credit information to then submit in a Sales Desk or Deal.

Tip - Social Security Numbers

Users without permissions to view personal identifiable information (PII) can add this information to the Prospect Records and credit applications. Once saved, the fields will appear as dots.

Users with permissions to view PII data will see the saved data.

 

Within Desks And Deals

  1. Navigate to Sales > Sales Desk or Deals
  2. Filter/Sort the primary grid to locate the Sales Desk or Deal.
  3. Click to select the corresponding line for the Sales Desk or Deal. 
  4. Hover over the More icon in the Action Ribbon and select [Credit Requests] from the drop down.

  5. You are prompted to update the credit application with information from the Prospect Record and Desk/Desk screens. To proceed to the application, select [Yes] to import or [No] to to not import. NOTE: Based on your selection, required fields could be altered preventing the application from being submitted.

  6. Update the Credit Application as needed. The tabs at the left of the Credit Application modal allow for quick navigation to the Applicant, Co-Applicant, Vehicle, Trade and Product.  

  7. Use the Save button to store the credit application information to submit later when all the data is accumulated from the customer.  Use the Send button to submit the credit application to your credit company.

 

NOTE:  If required fields are missing (e.g., SSN, DOB) an error message will generate preventing you from submitting the application.  Complete the required fields with data missing before submitting.