any manager using the desking tool should be able to see this when they review the pencil. not salesmen. the name of the lender would be the only missing info. the rates and terms already push. the name triggers the finance split already preprogrammed in reynolds.

this should happen when we have submitted the deal and know which lender we are using. a lot of times we are not finalizing the deal t the time of pencil. in the cases where a different manager has to take over that deal, knowing what lender was used for the original quote is very important.

Thanks for posting this, Ramon Rodgers — really helpful context. A couple quick questions so we understand the workflow and the Reynolds piece correctly: who on your team needs to select/view the lender on the desking screen (sales vs. F&I vs. managers), and at what stage in the deal should that selection happen? What’s the primary reason you want the lender shown there (internal visibility/audit trail, avoiding mistakes, reporting, etc.)? And for pushing to Reynolds for billing, which exact lender details need to be sent (name only vs. program/ID), and should Reynolds update only on the initial selection or also if the lender changes later?