MUSA DEALER PORTAL GUIDE.

Transcription

1 MUSA DEALER PORTAL GUIDE

2 TABLE OF CONTENTS Introduction Accessing the Portal Payment Calculator Tool Residual Tool The Hot Sheet Applications Overview How to Submit an Application Documents Change Password Mailing Documents

3 INTRODUCTION The purpose of this manual is to guide users on how to quickly and easily navigate the MUSA Auto Finance Dealer Portal. The benefit of learning this information is to enhance the user experience and simplify the portal experience.

4 ACCESSING THE PORTAL To login to the dealer portal visit musaautofinance.com and hover over the Dealers tab and then click on Dealer Portal in the dropdown navigation.

5 Once on the Dealer Portal tab, scroll down to and click on the Dealer Portal Login button to be directed to the dealer portal login page.

6 Input the and password we sent in your welcome and select Login. Tip: Bookmark the page and check the Remember Me box to easily access the portal in the future. Please take a few minutes to watch our dealer video about the MUSA Effortless Lease!

7 PAYMENT CALCULATOR TOOL Click on the Calculator tab to quote a range of payments for a customer in your dealership or a customer you might have on the phone! Input all required information and select Estimate Payment to calculate.

8 The next view is an automatically populated list of month range of base and total payments along with the residual and monthly use tax. See Program Parameters for book value and tier specifics. Printing the estimate is also available if you d like to show your customer payment options.

9 RESIDUAL TOOL Select Residual and input all required information. Select Calculate Residual Value to automatically populate how much the car will be worth at the end of your lease.

10 Next, is an automatically populated list of residual values in a range from 24 to 60 months.

11 THE HOT SHEET The Hot Sheet is a list of cars that do well in our program. Click on Hot Sheet and select either 36 month lease or 60 month lease to view recent vehicle payment comparisons for lease vs. retail payments. These are great cars to buy and keep on your lots and we ll help you earn more money on them.

12 The Hot Sheet is updated every 30 days with new cars and lower monthly payments!!! With these payment differences, why wouldn t you lease to your customer? And you ll get them back in after 3 years for another lease. It s a WIN-WIN!!

13 APPLICATIONS OVERVIEW Select Applications to view the applications dashboard. From the application dashboard, you can start a new application or view existing applications.

14 Sort using the section header or search using open field input section. View an existing application by selecting the eye icon.

15 Review basic application, notes, or decisions. Update an application, make updates, add notes, or view the contract.

16 SUBMITTING AN APPLICATION To start, select from three different types of applications. Individual credit application Joint credit application Business application with co-applicant

17 Input the required loan information, which includes vehicle, trade and applicant information. For this example, we used the Individual Application.

18 Once all required information and any notes for the underwriter have been completed, select to save application as a draft or submit new application. Tip: Once the app has been submitted, return to the application page to get an decision in 10 seconds or less.

19 Recommended Review decision means the application is still being reviewed. If an Auto Declined or Declined decision has been reached. Feel free to call the underwriter to discuss the application. Call your Underwriter on all approvals to re-hash. Everything is negotiable with us!

20 You also have the option to update the application (via the eye icon) and resend it for approval. No look to book so you can re-submit as many times as you need.

21 If Auto Approved or Approved, use the eye icon to view a draft of the contract and you can also the lock the contract. You can even add your own backend products to the contract. Important: The application is NOT complete until you lock the contract.

22 To lock the contract, review the structure information for accuracy and add on additional backend products.* *You can add up to five backend products of your choice and we also give you the ability to sell your own GAP so you can make more gross on the back end. Tip: Ask us about our line of backend products, Avert Vehicle Protection Products or visit avertproducts.com for more info.

23 Once all the information has been input, select Lock Contract to finalize the contract. Please Note: Dealer is responsible to verify correct taxes and all backend products must be approved adds from approved vendors. MUSA will not fund this lease contract without a complete funding package, a lease contract that complies with all MUSA policies, and final approval by our verifications department.

24 Once locked, you may Change Contract if needed and print your application via the View Contract button as well as download the rest of the required documents needed to complete the lease agreement. Important: The contract MUST be printed on legal size 8.5 x 14 paper and mailed in a flat folder. Other documents may be printed on standard 8.5 x 11 paper.

25 Don t forget to also select Unread Notes to see messages from underwriting or contract issues. This is a great and easy way to communicate with our Underwriters or Funders.

26 DOCUMENTS Generic Documents, State Documents and State Title Applications are all available in the Documents section of the portal. We will eventually have samples of all 48 title apps for each state. Check out a sample

27 Please note State Title Application for clarification: MUSA Auto Leasing is listed as the Owner of the vehicle. The Lessee is listed as Co-Owner on the second line. For the address, you must use our Dallas, TX address.

28 MUSA Auto Finance is listed as the Lienholder. Please note that we have two different addresses. MUSA Auto Finance is the Lienholder and please use our Jacksonville address so the title work is processed accurately.

29 CHANGE PASSWORD You can also Change Password or Logout by clicking on your .

30 MAILING DOCUMENTS Make sure documents are mailed to the correct address below. Send all contract packages to: MUSA Auto Leasing 4455 LBJ Freeway, #1200 Dallas, Texas Lienholder for Application for Title: MUSA Auto Finance PO Box Jacksonville, FL 32255

31 THANK YOU Thanks again for joining the MUSA Auto Finance program. Please don t hesitate to contact our Dealer Relations Team at or inquries@musaauto.com for more information.