As a TRONIX user, you can add lenders, edit lender details, search for lenders and retire lenders.
To access Lender Management, select Tools > Lender Management from the left navigation menu.
Add a New Lender
To add a new lender:
1. In the Lender Management dialog, click the Add Lender button in the top-right corner.
2. Add the following details for the new lender:
Item | Description |
Name | Enter the name of the new lender. |
Address | Enter the lender’s address. |
City | Enter the lender’s city. |
State | Enter the lender’s state. |
Zip | Enter the lender’s zip code. |
Phone | Enter the lender’s direct phone number. |
DMS Lender Code | Enter the Dealer Management System (DMS) lender code for this lender. |
Lender Affiliation | Select the financial institution with which this lender is affiliated. |
Finance Reserve % | Enter the finance reserve percentage.
|
RouteOne Only | Check if this is a RouteOne only lender. Note: This is only available if your dealer is RouteOne enabled. |
Captive Finance | Check if the lender is captive financed. |
Finance Reserve Method | Select one of the available finance reserve methods. Default selection is None, but you can choose the Difference method or Ratio method. |
Associated Dealers | Select from the available dealers which dealers in the group should have access to the lender. These will appear in the Selected Dealers column. |
3. Click Save to complete adding a lender.
Search / Edit Lenders
To search or edit lenders in TRONIX:
1. Select Tools > Lender Management from the left navigation menu.
2. You can search for specific lenders by entering the lender name in the search box.
3. The search results automatically update with a list of lenders within the dealer group that match your search.
4. Click the Lender Name (blue hyperlink).
5. Edit lender details and click Save.
Retire / Activate a Lender
To retire/activate a lender in TRONIX:
1. Follow the steps in Search / Edit Lenders.
2. Locate the lender to retire/activate in the Lenders panel and click the Retire or Activate button to the right of the lender.
3. TRONIX retires/activates the lender, and the lender becomes inactive/active.