Subscribe via E-mail

Your email:

download-the-list-of-finance-sources

Posts by category

Connect with us

Learning

RouteOne IDOne RouteOne's identity verification and authentication tool

RouteOne SecureDocOne RouteOne's electronic document storage tool

RouteOne Overview See an overview of RouteOne

View All How-to Videos

RouteOne Android App

View and manage all deals and leads

RouteOne iPhone App

View and manage all deals and leads

RouteOne Blog

Current Articles | RSS Feed RSS Feed

Accessing Multiple Dealerships with One RouteOne User ID

 

Do you have numerous franchises or dealerships that use RouteOne? If you are logging into multiple RouteOne systems by entering a unique username and password for each dealership, there is an easier way! Your RouteOne User ID can be associated with more than one RouteOne dealership. This means that you only need to remember one set of credentials to access multiple stores!

After your User ID has been associated with multiple stores, you will need to select the dealership with which you wish to conduct business. Below is an example of a RouteOne user associated to multiple dealerships within RouteOne.

RouteOne Credit Applications

Which dealership employees may best benefit from multiple associations? 

Finance Managers, Compliance Managers, Sales Managers, and Owners that support multiple dealerships and franchises may need to enable their employees with access to multiple RouteOne dealerships.

For example, the dealership could create a RouteOne Dealer ID for all Brand X products and a separate RouteOne Dealer ID for all Brand Y products. By associating the RouteOne Dealer ID to both Brand X and Brand Y, the manager can now easily switch activity between accounts.

Allowing a user to switch between RouteOne Dealer IDs allows the user more time to work the deal and less time executing administrative tasks.

Set up:

Please contact the RouteOne help desk at 866.768.8301 to help associate your RouteOne Dealer IDs.

 

 

download-the-listof-finance-sources


Enhanced functionality available in RouteOne

 

New functionality is available in RouteOne.

Key improvements include:

  • Ability to Auto Generate Credit Score Disclosure Notices upon Credit Bureau requests
  • Customer Score Graphing for Credit Score Disclosure Notices 
  • WebApplyOne enhancements
  • Additional mobile security settings
  • MaximTrak added to F&I Connection within RouteOne

To learn more, contact RouteOne Customer Support at 866.933.0663. Or, contact your RouteOne Business Development Manager for further information. 

 

compliance-concerns-learn-more-here

RouteOne Announces New Updates for Android™ app

 

RouteOne Android App

 

Now available - enhancements to the free RouteOne Android™ app, including the ability to forward ‘sent’ applications to a new finance source, securely text message with supporting finance sources, get payoff quotes, and capture leads into the Lead Manager within RouteOne.  This additional functionality will also be available for the iPhone® in the coming months.

The additions enhance the base functionality of the app, which allows users to view and manage RouteOne deals and leads and request and view credit scores instantly, whether in the F&I office or outside the dealership. In addition to the Android app, RouteOne offers an industry-leading suite of mobile tools, including apps available for use on the BlackBerry®, iPhone, iPad™, iPod® and soon, for Windows 7 Phone. RouteOne.net is also compatible with iPhone, iPad, iPod touch®, and Android mobile browsers. 

The RouteOne app will be automatically updated for users who turn on the automatic update feature in their Android phone. Others will need to update it manually (dealers should look for the new RouteOne app on their update notification list).

Dealers may contact RouteOne Customer Support at 866.933.0663 with additional questions. 

 

RouteOne Android App QR code

RouteOne Compliance Dashboard Webinar (2:00 p.m. EST)

 
RouteOne is offering dealers FREE training on the new Compliance Dashboard functionality within RouteOne.  We are offering daily webinars through Thursday, 2/23. Register today!

RouteOne Training Webinar

RouteOne Compliance Dashboard Webinar (2:00 p.m. EST)

The RouteOne Customer Support Team will lead the trainings on 2/28, 3/1, 3/6, 3/8, 3/13, 3/15, and 3/20.  The RouteOne team will help you:

  • Establish an understanding of actions that may be taken in the RouteOne Compliance Tab

  • Set up system preferences in the RouteOne system

  • Complete an action within the system in regards to:

    • Identity Verification

    • OFAC

    • Risk-Based Pricing Rule – Credit Score Disclosure Notices

    • Dodd-Frank Adverse Action Notices

    • Run Compliance Reports within RouteOne

To reserve your spot, please visit www.routeone.com/DashboardTraining.

Questions? Contact RouteOne Customer Support at 866.933.0663 or customersupport@routeone.com

 

dashboard-training

 


RouteOne Unveils New Compliance Dashboard Functionality at NADA 2012 in Las Vegas

 


RouteOne Compliance Dashboard, Mobile, demo

 

During NADA 2012, hundreds of dealers and dealership employees visited the RouteOne booth to catch a demo of the new RouteOne Compliance Dashboard. The Compliance Dashboard will be available to dealers in mid-February 2012. This free tool allows a dealer the ability to visually evaluate their compliance status within RouteOne, including assessment of Identity Verification, OFAC, Risk-Based Pricing / Credit Score Disclosure Notices, and Adverse Action Notices.

Dealers may view transactions at a dealership or individual user level, and may customize the categories they wish to track and monitor.

Compliance is a significant issue within the dealer community, and many dealers expressed concern regarding the growing complexity of rules and regulations within the F&I office, particularly how challenging it can be to manage compliance duties within the dealership. RouteOne was pleased to demonstrate to dealers its comprehensive compliance suite, designed to assist with managing compliance and staying ahead of government regulations. In addition to the Compliance Dashboard, RouteOne offers identity verification, electronic document storage, Adverse Action/Credit Score Disclosure notices, and more.  

Dealers interested in personalized training on the Dashboard or other RouteOne features may contact their Business Development Manager or RouteOne Customer Support at 866.933.0663.

 

compliance-dashboard  

Enhancements are available within the RouteOne platform

 

The Dodd-Frank Act, effective July 21, 2011, requires dealers to place the credit bureau score and the credit bureau name on Adverse Action notices.

The Adverse Action notice in RouteOne will contain:

  • The credit score used in taking any adverse action based in whole or in part on any information in a consumer report
  • The range of possible credit scores under the model used
  • All of the key factors that adversely affected the credit score of the consumer in the model used, the total number of which shall not exceed four; however, if a key factor that adversely affects the credit score of a consumer consists of the number of inquiries made with respect to a consumer report, that factor shall be included in the disclosure without regard to the numerical limitation
  • The date on which the credit score was created
  • The name of the person or entity that provided the credit score or credit file upon which the credit score was created

For the notice to pre-populate, the dealership DSA must identify their preferred bureaus within the ‘Dealer Info’ section of the ‘Admin’ tab. When dealers pull credit bureaus through RouteOne, the score, bureau and reason code will auto-populate on the Adverse Action notice based on those preferences. If dealers do not run bureaus through RouteOne, they can edit the Adverse Action form and manually enter the information.

Please note: The Adverse Action notice will populate with the new credit bureau score, range,and other factor information for credit bureaus run after July 20th.

Watch a recording of the RouteOne Summer Compliance webinar below

View the slides from the webinar on July 18, 2011 here: http://routeone.com/products/images/Dodd-FrankComplianceSlides07192011.pdf

All Posts