Advent Integration

Importing Deals from Advent to RouteOne 

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Within the Advent System, navigate to ‘Change Deal Mode.’ 

Select ‘2’ to change the deal, then find the deal (to list deals, select ‘7’). 

Highlight the deal and select ‘2’ to change. 

Once a deal is complete, select ‘F2’ for the ‘Additional Functions’ menu. 

From the ‘Additional Functions’ menu, select ‘B – Vendor Interfaces.’ 

Select ‘2 – RouteOne Credit Submission.’ 

The integration will use your current Advent credentials to access the credit application. 

If the password needs to be updated select the ‘Update Password’ link, otherwise select the ‘Continue’ link, and then select ‘Enter.’ 

The credit application will pop up in an Internet Explorer window. Review the application and make any changes if necessary. 

Select the ‘Submit’ button (F). 

Select whether you want to submit the application including the co-applicant, and select ‘RouteOne.’ 

Select ‘Continue’ (G). 

A Pop-up window will appear with a confirmation number from RouteOne. 

 

Locating the Imported Deals in the RouteOne Deal Manager 

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The Deal Manager is considered the hub of RouteOne, and is designed to help quickly scan and identify the status of deals with easy-to-read icons. The default view shows the last three days of activity, ranked by last activity date/time (most recent first). Only deals with activity in the last 60 days are available for display. 

The Deal Manager is accessible by selecting ‘Deal Manager’ within the ‘Deals’ tab. An important tool within the Deal Manager is the ‘Edit/More’ button under the ‘Actions’ column. From here, dealers can easily view, print, copy, or edit an application; run swap the applicant/co-applicant, remove co-applicant, initiate credit reports, create an adverse action notice, and more. 

Click the ‘Update’ button located in the upper left-hand side of the screen. The page will refresh and the imported application will display as the first record in the Deal Manager. 

 

Submitting Imported Deals in the RouteOne Deal Manager 

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Text BoxTo submit an imported deal to a finance source, click on the primary applicant's name in the Deal Manager. Next, you will be taken through the RouteOne application submission process used for all applications. Data entered in your system will populate the RouteOne credit application; however, you must still complete the required fields highlighted in yellow and add at least one finance source before submitting the application.