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.

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 F&I
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 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.
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
Commenting with Dealers
Pulling Credit Bureaus
User Preferences
& Permissions
Using Lender BookOut
Creating/Viewing Reports
Funding Status Guide
Lender Workflow Video
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