Feature Requests

when doing a credit application there is no where to put 22nd income. there needs to be a place to include 2nd income.

Both physical and mailing addresses are needed in a customer's profile. Both should be available, with a check box to duplicate if there is no PO Box.

The ability for an e-signature or option for a customer to provide consent for credit application to be sent and noted on their profile.

Can we add a disclaimer when the credit app is sent through the system?

When completing the credit application and trying to input additional income; (I just learnt this today), but that information is listed under the INSURANCE TAB; Why? As a new user, what would indicate to a new user of this system and sales rep that any additional income needs to be added for a credit application under a completely separate tab that has nothing to do with the credit application? Can you get this streamlined for greater ease and efficiency?

an option to send credit applications to both buyers under "credit app" instead of sending under each profile

Dealerships can streamline the credit application process by integrating an online credit application directly on their website. When a customer submits their information, the system will automatically match it to an existing customer profile or create a new profile with a lead. All credit application details will be stored within the customer card, eliminating the need to manually transfer data from third-party providers that charge $90–$200 per month. This seamless process enhances efficiency for both the dealership and the customer, ensuring all information is centralized within DriveCentric for a more streamlined workflow.

Having the ability to push a credit app to Route One from Drive is AWESOME. The only downfall is that a HOME number is required in order to submit a deal. Currently the default in Drive's credit app is MOBILE number. So, when you push it, you still need to fill that field out in Route One. Can we make it so that HOME number is the default instead of having to toggle? Our Salespeople just flat out are not going to change it.

We have a significant number of customers that purchase through a business. Not being able to submit their credit app right from the CRM creates a significant amount of duplicate work and previous CRMs have always had this ability available. Please integrate business credit apps push to DealerTrack/etc.

can we have a button in the Credit application to move current address to previous address, same with emploment.