DriveCentric’s Send Credit App streamlines the process of collecting customer information and automatically updates the CRM, enhancing accuracy and efficiency. The primary function is to ensure that the customer’s details are accurately captured and managed within the CRM, aiding in a smoother and more precise financing process.
Accessing Credit App
Navigate to the Customer Card in DriveCentric.
Locate the “Send Credit App” button in the Credit App screen under Actions.
Sending Credit App
Click on the “Send Credit App” button.
Choose the preferred method (email and/or text) after ensuring the customer is opted into texting and has a valid email.
With permissions, you can impersonate another team member.
The link allows your customer to securely fill out their information and will remain active for 24 hours. After expiration, a new link will need to be sent for further use.
Click “Send” to provide the customer with a secure link to complete the credit application.
Notification and Activity Log
Once your customer submits their credit application, the system will:
Send the users associated with the deal a notification.
Update the activity log to show the status of the application and any changes made.
Customer’s View
From the customer’s perspective:
Customers will receive a straightforward text or email with a link to fill out a credit application.
This link includes a notification that it expires in 24 hours for added security.
Upon clicking the link, customers will be directed to a secure site where they can fill out the necessary information and submit the form.
They will receive a confirmation message once the documents are successfully sent.
If the customer forgets to fill out a required field, the system will mark the category with a red exclamation mark and the missing field(s) will be highlighted in red and marked "Field is required".
Store Settings
Store Settings -> Customer Credit App
Those with store settings visibility can adjust which subsections and fields are enabled and/or required, and which are disabled.
*Note: The first and last name cannot be changed. This is to maintain visibility in the CRM.
Sections
Personal Details
Subsections in this section cannot be disabled.
Fields under each subsection can be disabled, enabled and/ore required
Address History, Employment, Insurance, and References
Subsections can be disabled and enabled
Fields under each subsection can be disabled, enabled and/ore required
Disabling Send Credit App
Use the meatball menu button in the top right and click “Disable Credit App"
