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Dealertrack Credit Application and eContracting

How to use DealerTrack Credit Applications and eContracting in Dominion Vue

Table of Contents

For Dealer Administrators

Credit Application - Within VUE

VUE Credit Application Details

Credit Application - Within Dealertrack

eContracting: Within VUE

eContracting: Within Dealertrack

For Dealer Administrators

¨ Complete the activation sheet for integration between Dominion VUE and Dealertrack Contact Dominion Support to request a Dealertrack integration form. If your dealership has multiple Dealertrack IDs, the form must be completed for each ID.

¨ For Dealertrack eContracting, please refer to the last two pages of this document.

Credit Application - Within VUE

  1. Navigate to Sales > F&I > 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 Request] from the drop down.
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  5. You are prompted to update the credit application with information from the Prospect and Deal screens. To proceed to the application, select [Yes] to import or [No] to not import. NOTE: Based on your selection, required fields could be altered preventing the application from being submitted.
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  6. Update the Credit Application as needed. The tabs to the left of the Credit Application modal allow for quick navigation to the Applicant, Co-Applicant, Vehicle, Trade, and Product tabs. Asterisks indicate required fields.
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  7. The [Save] button only saves the information to the application. The [Send] saves and submits the application to Dealertrack.

Pro Tip -

The SSN and Driver’s License fields offer a show/Hide icon. Permissioned users can toggle between Show and Hide, as well as add and edit the SSN and DL fields.

Users without permissions may not toggle, but they can enter a new SSN or DL to change it until the [Save] button has been selected.

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VUE Credit Application Details

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.

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

History - The History button appears after submitting a Credit Application to RouteOne.

Use the hyperlinks in the Action column to download the XML data. 

SSN and DL information are not included in the XML data.

Credit Application - Within Dealertrack

Sign into Dealertrack (https://us.dealertrack.com) once the credit application has been sent from VUE.

  1. Navigate to Create > Credit Application.
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  2. Click on the [Import Deals] button.
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  3. Select a customer to import and click on the [Continue] button.
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  4. Review your credit options and make a decision on the lender and credit terms.

eContracting: Within VUE

  1. Navigate to Sales > F&I > 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. From a Desk update the Deal information.

    → Click [Make Deal].
  5. The Deal information will automatically be transmitted to Dealertrack via SIS.

    eContracting: Within Dealertrack

    1. Navigate to Deals > Active and select an application.
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    2. Once the application and Credit Decision are made from either the Credit Decision or the Contracts tab, click on the [Import from DMS] button to import from SIS.
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    3. Enter the VUE deal number.
    4. When the Deal is pulled in, verify all Deal information and make adjustments as needed. Once complete, you may select Submit for Verification. 
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      NOTE: Clicking the [Import from DMS] button and selecting a Deal that has been previously imported updates the Deal with any changes that have been made in VUE. 
    5. Upload digital contracts to complete the eContracting process. 
    6. Select the digital forms to be signed. 

    7. Go to [Sign] and select [This Device] when using with a tablet or a signature pad.

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