Lender – Credit Connection

CreditConnection on Dealertrack F&I

Welcome to your New Deal Queue

Don’t be alarmed when you experience a new look & feel — how you manage your deal queue remains the same!

Access the resources on this page, get comfortable with the new visual experience and remain confident in how you receive, and decision credit applications with your dealers.

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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)
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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

 

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4

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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 F&I
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 F&I 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.

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TRAINING VIDEO & USER GUIDES

Navigating your
Deal Queue

Other Application Types (RV, Marine, etc.)

Enabling Adverse
Action Letters

Navigating the
Worksheet

Lender Migration
FAQ

STEP-BY-STEP INSTRUCTIONAL GUIDES

Inform your dealers you’re ready to receive digital contracts and share these tools to help them enjoy a streamlined process for faster funding.

Commenting with Dealers

Pulling Credit Bureaus

User Preferences
& Permissions

Using Lender BookOut

Creating/Viewing Reports

Funding Status Guide

Lender Workflow Video