DSG integration guide – Autotrader UK

Select ' send to lender ' in the top right corner of an application.

A quote will only show once any outstanding criteria have been met
If a quote can't be shown because it needs more information, a collapsible section will appear next to the name of the lender in the 'Lenders' section of the application

Selecting the text or the plus symbol on the right-hand side will open a list of links to the missing information
When you select a link, a window will appear where you can fill in the missing information
Once the missing information has been filled in, the link will disappear from the list

Once available, quotes for each of DSG's possible PCP lenders are shown in the 'Lenders' section. These quotes are returned from DSG and should match the terms displayed on their Vision quoting system.
The lenders are listed in alphabetical order
If you're on a fixed commission package with DSG, the APR for each quote will fluctuate based on this
If you're on a fixed rate package with DSG, the commission will fluctuate based on this
When you select 'Send' against one of the quotes, this is the quote that DSG will then try to approve first, if eligible

Once the application meets the lender's criteria, the single best HP quote out of all the possible HP lenders that DSG has available will be shown here. These quotes are returned from DSG and should match the terms displayed on their Vision quoting system.
Only one 'Send' button against one lender will be selectable. If selected, the rest will show an error, as DSG has only returned one quote.
The correct payment, rate and commission will only be returned for one lender; the rest will show as 0% or n/a
When you select 'Send' against one of the quotes, this is the quote that DSG will then try to approve first, if eligible.

Once sent, it will show in the 'Send to lender' section as sent and as 'pending verification' in the activity feed until a decision is made. The decision is not always instant and may take a short while to be returned.
The other possible returned statuses will be approved, declined, filtered (not passed the filters input in AutoConvert prior to sending) or Error (DSG have advised it has errored)

If the application is in 'pending verification' for a while, you can select 'Verify' next to 'Actions' in the 'Sent to Lender' section on the activity feed to manually verify it by completing a 'check status'

Selecting 'Check Status' in the Lender response section of the main application view will manually call the lender to check for a status update. The automatic checks for updates will also still run.
The latest status will be updated in the Sent to lender section next to 'Status' and will show any information you need to act upon to continue the application
Where a lender asks for more information, you'll need to access DSG's Vision system to see what is needed.

Once an application is approved, the status will change to approved in the activity feed
Selecting 'View' next to 'Response' in the Sent to lender section will show the information returned by the lender
DSG doesn't return any other decision information, so there is no confirmation of the terms approved. The approval information will match what was applied for when sending it to them.
To get confirmation of the approval information and conditions, you must revert to their Vision system.

If an application is declined, the status will change to declined in the activity feed
Selecting the 'response' will show the information returned by the lender, with timestamps associated with decision timeframes

In the 'send to lender' section, DSG will show as 'approved' with a timestamp of the approval date.

If you change vehicle or finance figure information, selecting update will send through the revised application information and update the existing application reference. Any changes to personal information will show a 'Send' button, which will send a whole new application through, duplicating it.
The rest of the application can now be completed via DSG's Vision point of sale system
You can manually create and update any further approvals in AutoConvert
You can record a conversion in AutoConvert once the application has been paid out

If you need any more help please raise a ticket on the AutoConvert system or email: support@autoconvert.co.uk