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V12 Calms - Dealer How To Guide - Flipbook - Page 12

Completing the Proposal
Having modelled the quote, you can move on to Complete the Proposal
if the customer wishes.
Complete the customer’s details on the left
hand side. The mandatory fields that are
required before the quote can be submitted
are shaded in orange.
The Propose button will be
blue if the minimum fields have
been populated. If still grey, the
quote has not been completed.
(This may be because the quote
has not been saved).
There is a section for additional employment
(only use if applicant has more than one means
of income).
To allow e-Signing of documents the
customer’s email address and mobile number
must be entered in the customer capture
details.
If the customer has an existing V12
Vehicle Finance agreement and it is
going to be settled as part of the new
deal we would contra settle the existing
one.
The customer’s driving licence number and
their bank details are not mandatory for the
initial decision, however no documents will be
produced until the driving licence and bank
details are checked, if they are not captured
during the initial proposal they must be
updated in the update fields.
You can obtain a settlement quote for
the existing agreement by selecting
‘Get Settlement Quote’ in the Finance
section.
*Remember any settlement amount
must have the same or higher deposit and or part exchange amount, as the Net Deposit must not be
negative.
Enter the customer’s existing agreement number,
confirm you have permission to retrieve the settlement
details here. Then select ‘Get Quote’.
The settment quote will now display the details, you
must check to confirm they match your customer’s
Once all details are completed and the
warning triangles have disappeared click
“Save Changes” as shown below then
Select “Submit” from in the top right hand
corner of the screen to submit.
details, the ‘Add contra to deal’ will automatically apply.
Select Save & Use these details will then be displayed in
the finance details within your new application.
The status of the proposal will now change
to Referred / Accepted / Decline (to the
right of the proposal number.
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