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

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.