Customer Credit App - Disclaimer Acknowledgement
gathering votes
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Jason Rowland
Require the customer to acknowledge a disclaimer before submitting their updated information to the CRM.
Created by Nathan Pflantz
Shawn Goebel
Merged in a post:
Our dealership still uses roadster for a credit app if the customer is not here. That is because DriveCentric does not require a signature at the end of the credit app. Please create a signature tab after a customer submits a credit app from their phone or computer. That way we do not have to send a roadster credit app then we have to manually input it in our system so we can run the credit.
K
Kevinth Nunez
Please create signature tab after a customer submits a credit app from their phone or email. So it’s another form of us verifying identities.
Drew Adler
Merged in a post:
CREDIT APPLICATION - Approval Disclaimer
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Haman Baniamam
Sending the credit app is a great option. However, we have to remove the option since the customer is customer submitting SSN and PII without consent check mark with disclaimer to allow us to submit the credit. Even though the application is not auto-submitted, the option to immediately send to RouteOne or Dealertrack is still available.... still without consent.
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Linda Nitahara
Seems like an obvious addition considering how streamlined the rest of the system is. Leaving DriveCentric to send a customer a form that can be signed feels like a bump on the road.
A
Aidan Haarman
Yes, please!
Drew Adler
Merged in a post:
Require Customer Signature
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Rebecca Boczkowski
In order to make sure we have permission to pull a customer's credit and that we are legally compliant, I would like to see a mandatory signature when the customer is submitting their credit application over to us using the new Portal/Credit app.
Shelby Parker
Hey Rebecca Boczkowski, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on the information you would like to capture in the signature field?
- Are there any specific legal requirements or standards that the signature feature should meet?
- Would you like this feature to be implemented across all customer interactions or only for specific transactions?
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Rebecca Boczkowski
Shelby Parker We want to make sure that we're legally compliant when obtaining credit information from a customer so anytime a customer submits a credit app through the portal, we'd like to see a signature and date. It can be electronic, but should be something we can review if needed.
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Logan Pettit
This is a definite need because our group will not pull credit applications unless we have an e-signature. We currently have to use an outside source but would be great if we could get an e-signature through the CRM
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Rebecca Boczkowski
This is a major need! Our group is currenty creating a process that will require users to go outside of DriveCentric to collect credit information to ensure that we are getting consent and remain compliant when collecting this information. Our preference is to complete EVERYTHING in DriveCentric whenever possible for accuracy and simplicity.
Jonathan Schultz
gathering votes
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Drew Danalewich
Agreed, this is much needed to streamline the sales process. Customers should be able to provide us an e-signature on the credit application to authorize application submission, payoff access, and to pull credit.
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