Lender – Credit Connection Upgrade

CREDIT CONNECTION UPGRADE

Under Construction

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FUNDERS' FIVE-STEP SUMMARY

1

Appear Ready to Receive Digital Contracts

Your dealer will see your organization noted as CHOICE, which means they can submit the contract digitally to you.

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2

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Receive Email Notification

When the dealer digitally submits the contract (and/or ancillary documents), you will receive an email notification with link to the deal documents in Dealertrack.

3

Enter Your Deal Queue:

By logging in to Dealertrack with your credentials (if not already logged in), you will be directed to your organization’s deal queue for contract review.

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4

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Begin Contract Review

Find the contract (and ancillary/trailing) documents in your organization’s deal queue to view, print or export.

Authoritative Copy Important Note: Once you export the contract, your printed copy is now the authoritative copy, so follow your company protocol for safe storage.

5

Follow Your Funding Process

Simply follow your standard review and funding process as you do today.
Funded Contracts Important Note: Your funded contract packages will remain accessible from your Deal Queue for 60 days.
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GETTING STARTED IS EASY

You must be subscribed to Digital Contracting on Dealertrack uniFI®
and complete the opt-in form to begin using assisted Remote Signing.

Select the option that applies to you:

I HAVE DIGITAL CONTRACTING

I would like to opt in for assisted Remote Signing.*

I WANT DIGITAL CONTRACTING

I would like to learn more about Digital Contracting with assisted Remote Signing.*

*You must be subscribed to Digital Contracting on Dealertrack uniFI® to begin using assisted Remote Signing. Use of assisted Remote Signing functionality subject to lender participation and a transaction fee of $3.50. Opt-In required for assisted Remote Signing.

Schedule a no-obligation 1:1 consultation with your Lender Solutions Specialist today.

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LENDER GUIDES & TRAINING

Lender
User Guide

Lender
Workflow Video

Lender Deal Queue
Step-by-Step

Lender
FAQ

Tools to Drive Your Dealer Relationships

Inform your dealers you’re ready to receive digital contracts and share these tools to help them enjoy a streamlined process for faster funding.

Dealer Onboarding Helpful Links

Dealer
Workflow Video

ReadySign Signature Fields

How Local File Upload Works