FinanceConnect | Home Page

Introduction

When you first log into Finance, you will see the Home Page. On the Home page, you will be able to see all of your New Customers, My Customers (deals assigned to you) and Bookmarks for certain deals that you need to keep an eye on. 

From this page you can search for and initiate any of your customers deals, access the Finance Log and choose the Departments that are visible to you within your Dealership.

Instructions

The Home Page has many options available on it, beginning with your Customer Search. Here you can search via the customers name if their Customer Card is not visible easily from the New, My Customer or Bookmarks options.

The Customer Card will first show you where the entry has come from.

• Finance Score - A Finance Score entry which could be from your websites Connect tools, CarSales or possibly Engage and will display the Finance Score logo at the top of the Customer Card. 
• DMS - Your DMS (Dealer Management System e.g. Pentana, Titan etc.) feed will show the departments logo at the top of the Customer Card

Next it will show the customers First and Last Name, their Contact Phone Number and their location, as well as when the customer was first introduced to the system. In the bottom-right hand corner of the Customer Card, is an option to click a Bookmark, which will add the Customer Card to the Bookmarks menu.

Next to the Customer Card menus is the Quick Quotes drop-down, that allows you to do further qualification of your customers should it be necessary, with the available tools at your disposal being our Finance Score or Repayment Range Calculator.

In the top-left corner of the Home Page, you will see the button options for:

• Search - This is the default Home Page icon
• Finance Log - This will take you directly to your log
• Settings - These could be limited based on your access. Should you need to adjust something in the system, we recommend contacting our Customer Support team on 1300 66 11 33.

In the top-right hand corner of the Home Page, you will see:

• New Deal Notification - When you have new deals come in for your attention you will see the Orange number value for the amount available
• Notification - This notifies a User of any changes to an existing deal
• Dealership / Department Selector - In the image above where it says 'USED CARS' , if you click on this you can bring up the Department selector, allowing you to switch between available Dealerships and Departments you have access to
• Menu - Where your name is showing in the far top-right corner, if you click on this you will see what Department you are currently viewing, as well as options for contacting our Support team. This is also where you can log out of the system when you have finished using the system