DLL Credit Application Overview
Compass has created an integration with DLL Financial Solutions Partner to easily submit your customer’s DLL Credit Application from the Opportunities tab in the Accounts screen. Please note: This is a by request module. You will need to contact DLL and get authorized. DLL will then send an approval to our Development Team, they will then turn on the module. You will be contacted once we have received that approval from DLL.
DLL Credit Application Admin Set-Up
In the Administration Menu under the Control Panel, go to the Third Party Tools tab, then to the DLL tab.
Enter your Partner Name and ID provided by DLL in the fields. Check the box(s) next to each Partner entered to make them active in the database.
Use the Add Dealer button to enter Name and Partner ID and Delete Dealer will delete a selected dealer from the list.
Once you have the ID’s set up in the Control Panel, you then want to go to Administration>Manage Users and select the appropriate Partner ID(s) to assign to each user.
Completing and Submitting the Application
In the Accounts area of Sherpa under the Opportunities tab, you will see a drop-down tab for Financial Institutions. Click on this tab, choose DLL, then select Submit Application from the menu.
Next, you will be given a grid from which you can select one or more Opportunities to include in the application. Select each item(s) with a checkbox, then select the Credit Application button.
To fill out the Credit Application:
- Any fields labeled with an * are REQUIRED
- Will auto-populate some fields from the Opportunity
- The Billing Address pulls from the Additional Address tab and will pul a single Bill To from that area.
- The Contact Email entered will be where the Application Status will be sent to.
Complete the Customer and Financial information.
In the Equipment you will see a list of equipment listed within the Opportunity being submitted with the application. You will be able to edit the details of any items in the grid view before submitting.
To Submit the Credit Application, select the “Submit Credit Application” button. You will receive a pop-up message as to whether the submission was successful or not.
Last Updated 8/11/2020