What are finance templates used for?
- To access frequently used finance profiles
- To make sure all the team members are using the same profiles
- To use in lender panels
How do I set up a finance template?
- Select 'Settings' in the left-hand menu
- Select 'Templates' then 'Finance'
- Select 'Add' in the top right.
- In the 'Update finance profile', you need to enter:
- Cash Price
- Deposit
- Settlement
- Part Exchange
- Term
- Estimated annual mileage
- The 'Profile' and 'Balance to finance' sections will automatically populate.
You can create as many templates as you like.