Contracting

eContracting from a CDK Import

Import eContract data from CDK into the RouteOne System


In CDK, search for and select the deal in F&I ’Recall Deal.’

Deal information showing after using ‘Recall Deal’ in CDK.

 

Validate data is correct in the purchase screen.

Return to that deal’s home screen.

Deal data showing in the purchase screen in CDK.

 

Type “CV” for Contract Validation.

Select RouteOne as the ‘Finance Provider’ from the drop-down menu.

If RouteOne is not an option as a finance provider in your DMS, reach out to your RouteOne Business Development Manager for assistance in eContracting integration.

Fill out any missing required fields.

Select ‘Save and Transmit’ to push data to RouteOne.

Box around field showing ‘RouteOne’ selected as Finance Provider.
 

 

Create an eContract in RouteOne


Once you have imported the deal data, log into RouteOne and begin eContracting from a DMS.

Click the ‘Contract’ tab and select ‘Contract Manager’ to be directed to your deal.

Select the approval you would like to use.

Don’t see an approval?

You have not submitted or obtained approval from a finance source.

If necessary, select the option to create a new credit app to attach your contract later (Like a Spot Buy).

 

 

Custom Mapping


If the RouteOne system does not recognize products from your imported DMS data, use the eContracting DMS Custom Mapping page.

  • Use the drop-down box to choose placements in the contract worksheet.
  • If you are unsure where those products go, please reach out to your Business Development Manager.

 

 

Validation


In this step, you can confirm that the data you imported from your DMS is correct and that nothing is missing:

  • Buyer/co-buyer
  • Vehicle pricing
  • Down payment
  • Fees and taxes
  • Other charges and Insurance/Warranty

 

 

Adding Aftermarket Products


If you sold aftermarket product(s) using the RouteOne Aftermarket Rating and Contract service, you have the option to register, sign, and remit those products from the eContract section. Select the ‘Register’ button to begin the Aftermarket form generation process for each product sold.

 

 

Review Documents


Select the ‘Review’ button in the eContracting platform to generate a fax cover sheet and a PDF version of the eContract to print or send for customer review.

 

 

Collecting eSignatures


You can take advantage of several options when it comes to collecting signatures in the RouteOne eContracting system:

 

eSigning from a Tablet Device

Learn about In-Store eSigning and Setup

 

Using a Legacy Signature Pad

If you have a signature pad connected to your computer, you can choose to offer your customer the ability to eSign their contract and paperwork.

 

Access the deal paperwork in the ‘Contract Ready to Sign’ section.

If the contract does not appear, check the RouteOne platform to make sure the deal was properly validated.

Your customers can now review and eSign direct from the tablet device.  You may also supply a printed copy for review.

 

 

Assign & Distribute to the Finance Source


Under the ‘eDocuments’ section, verify that all documents required by the finance source are available.

Select the ‘Assign & Distribute’ button and choose ‘Right Now’ or ‘After Fax.’

Right Now:

All documents are available to be sent to the finance source.

After Fax:

Documents aren’t available yet, so the system will put a hold on sending anything.  Once documents are faxed and/or uploaded into the RouteOne system, they will automatically be sent to the finance source.

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