Supreme Software Credit Systems Integration

Importing Deals from Supreme Software to RouteOne 

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Within the Supreme Software system, enter a deal within the ‘Deal’ screen, including: the customer information, the unit, and the applicable dollar amounts. 

Click on the Send Deal icon on your toolbar, and the following window will then be displayed. 

 

Complete any other required information within the window (i.e. selecting the Report Type). 

If needed, click the ‘Go to Customer Master Info’ button to edit the applicant’s information (i.e. address, Social Security Number). 

Click the ‘Send Application’ button. The system will verify all required information is entered and prompt you for that if necessary. 

If all information is entered correctly, the system will electronically submit your application and then give you the option to go directly to the RouteOne website where you can follow the instructions below to locate your deals in RouteOne. 

If you don’t see your deals in the Deal Manager screen and you haven’t received some type of error message when sending, please give Supreme Software a call to help you find any entry problem. 

 

Locating 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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To 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.