Lender – Digital Contracting Choice – Resources

5 STEPS TO FASTER FUNDING

Using Digital Contracting Choice
Find the tools & resources funders need to embrace the workflow with dealer partners and fast-track funding.
  • Show up as a digital contracting lender to your dealers
  • Gain contracts faster for review
  • Follow your established funding process
  • Use these tools to remain confident and help drive your digital capability with dealer partners
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FUNDERS' FIVE-STEP SUMMARY

1

Appear Ready to Receive Digital Contracts

Your dealer will see your organization noted as CHOICE, which means they can submit the contract digitally to you.

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2

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Receive Email Notification

When the dealer digitally submits the contract (and/or ancillary documents), you will receive an email notification with link to the deal documents in Dealertrack.

3

Enter Your Deal Queue:

By logging in to Dealertrack with your credentials (if not already logged in), you will be directed to your organization’s deal queue for contract review.

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4

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Begin Contract Review

Find the contract (and ancillary/trailing) documents in your organization’s deal queue to view, print or export.

Authoritative Copy Important Note: Once you export the contract, your printed copy is now the authoritative copy, so follow your company protocol for safe storage.

5

Follow Your Funding Process

Simply follow your standard review and funding process as you do today.
Funded Contracts Important Note: Your funded contract packages will remain accessible from your Deal Queue for 60 days.
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GETTING STARTED IS EASY

You must be subscribed to Digital Contracting on Dealertrack uniFI®
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 uniFI® 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.

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LENDER GUIDES & TRAINING

Lender
User Guide

Lender Deal Queue
Step-by-Step

Manual Decision Status Feature FAQ

Lender
Workflow Video

New! Manual Decision Status Feature Demo

Access Dealership Reports

Lender
User Guide

Lender
Workflow Video

Lender Deal Queue
Step-by-Step

New! Manual Decision Status Feature Demo

Lender
FAQ

Tools to Drive Your Dealer Relationships

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

Dealer Onboarding Helpful Links

Dealer
Workflow Video

ReadySign Signature Fields

How Local File Upload Works