Selecting a Lender (Outside Sales)

Sales > F&I > Outside Sales

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Outside Sale.

2. Select the Outside Sale by clicking on the corresponding line.

Within the Outside Sales screen:

1. Click the Finance Type dropdown and select Finance.

2. Click the Lender dropdown.

3. Select the appropriate lender within the dropdown.

4. Select the [Yes] button to import the Lender defaults into the deal.

-or-

5. Select the [No] button to continue without importing the defaults.

6. Click the [Save] button in the Action Ribbon.