New & Improved Submittal Screen
We've updated our Lender Review, Submittal And Callback screen to include lots of additional information about the customer, the deal, and the lenders:
- Display of CB summary eliminates the need to navigate back and forth to the Credit Report
- See a snapshot of all Saved Deals
- Add notes before submitting to a lender
- Fields highlighted in yellow show you credit scores that would be accepted by that lender that have not been run yet
- Ability to configure individual tiers for each lender
As with the previous version of the screen, values in fields within a lender's guidelines are green, and those outside the lender's guidelines are red.
Check out this training video and you'll be an expert in no time!
ZIP Code Field Relocated to Make Entering Customers Easier
We've relocated the ZIP Code field ahead of City and State everywhere you enter customers in ProMax, like the Customer Workscreen and the Credit App:
Since entering the ZIP Code automatically populates the City and State fields, this change saves you time when entering customers.
Other Changes & Fixes
- All columns in the Mobile Workplan and the Mobile Dashboard are now sortable. [Item 272296]
- We updated Ford Lease deals so that Cap Cost will no longer be changed by Lease Cash. [Item 257972]
- We updated Illinois Lease Tax calculations so that Sales Tax now includes 'Up Front Tax' when sales tax is paid by the customer. [Item 258612]
- We replaced the CDR column in the Appointment Log with an "Appt Set By" column. [Item 271675]
- We fixed an issue with the Ebrochure that was preventing it from displaying in Windows 10. [Item 271919]
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Ally has changed the Financial Provider from Ally Bank to GM Financial. We have changed the Source Name in ProMax as follows:
R-Ally GM1 Specials is now R-GM APR Incentive
R-Ally GM2 Specials is now R-GM Alternate APR
These changes reflect the information provided to our customers that are using these programs. This is a name change only; all other features will remain the same.
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