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 WANT DIGITAL CONTRACTING
*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.
Please complete the form below.
Overview Tools
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eVault FAQ
Download >
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
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