Lender – eVault migration

eVaulting in the eOriginal SAAS Environment

Get ready for your migration date.

This SAAS-hosted environment provides added convenience:

• Utilization of the most current software

• Search functionality enhancements

• “Documents” link to view contracts

• User Interface design impovements

 

Quick Start: Receiving/Decisioning Apps

1

In your Deal Queue: Select Applicant Name

Follow your Workflow Analysis

  • Review the application with your dealers
  • Review the Credit Bureau (optional)
  • Review Lender BookOut (optional)

2

Application worksheet: Select your Decision

Based on your Worksheet analysis of the deal, select from:

  • Approve (Stipulations / Comments)
  • Counter (Stipulations / Counter / Reasons / Comments / Adverse Actions)
  • Decline (Decline Reasons / Comments / Adverse Action) 

3

Back to Deal Queue: Update Funding Status

  • Select Applicant Name to review decision worksheet.
  • Status: Approved or Counter offer

 

Step_3

4

Select Appropriate Funding Status for your Deal

The Selection you choose will be the status the dealership sees on their app status screen in Dealertrack:

  • Docs Received
  • Pending 
  • Returned
  • Funded
  • Not Funded

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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Overview Tools

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eVault FAQ

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Navigating your Deal Queue

Funding Status Guide

User Preferences & Permissions

Other Application Types (RV, Marine, etc.)

Lender Migration
FAQ

TOPICAL ON-DEMAND TRAINING

Overview

Spotlight: User Permissions  

Spotlight: Workspace  

Spotlight: Certify Print

Spotlight: PaperOut

Spotlight: Destroy Terminate

Lender Workflow Video

Commenting with Dealers

Pulling Credit Bureaus

Using Lender BookOut

Creating/Viewing Reports