Frazer will automatically include these forms in a “ Form Pack”.With the innovative new tool available on Mid Atlantic Insurance Financial's website, you simply submit your personal information and receive instant feedback regarding car insurance packages and quotes available for your unique needs. The first time that you enter “Print Forms” after signing up for Mid-Atlantic Finance you will receive new forms, just for them. You can now complete or save the deal as you normally would and print paperwork. You will receive confirmation that the deal numbers have been updated to reflect the new deal. Keep this sheet, as you will need it to secure financing later. You may receive a warning about deal numbers changing. Once you decide upon your desired deal, highlight the deal, and choose “select offer”. Stipulations: Based on which deal you’re reviewing, this will include whether you’re looking at a deal with Gap and/or GPS device. Note: Based on your selection of the “Optimize” function earlier and with the addition of new deal terms these numbers may vary from your original sale entry. Terms: These are the specific deal numbers that will be pulled into Frazer. Portal button: This button will link you to your Mid-Atlantic Finance portal.įinancing Contact: This is the person at Mid-Atlantic Finance that you are working with. Click on the screenshot to learn more about the different sections. You may review specifics by highlighting a deal and choosing “view offer details”. The most notable difference is the inclusion (or exclusion) of gap and/or a GPS/Starter Interrupt device. Mid-Atlantic will give you several choices based on different deal configurations. Once you receive the “success” message, you can review offers by navigating to the “review offers” tab. You will receive a message when the application is submitted successfully.
#MID ATLANTIC FINANCE MANUAL#
If you have not discussed pricing with the customer, you may check this box so that Mid-Atlantic Finance can optimize the deal to help ensure it gets approved.įor our help manual entry, we will check the box.Ĭlick “Submit Credit Application”. From a compliance standpoint if you have already discussed pricing with the customer, then you should leave this box unchecked. The next screen will give you your status with the deal as well as give you the option to allow Mid-Atlantic Finance to optimize the deal. This step includes some helpful advice from Frazer and Mid-Atlantic Finance and is intended to help you stay compliant.Ĭlick Continue. Once you have all of the information needed to yield a successful prospect, you will be prompted to print the credit application. If you have not signed up for Mid-Atlantic yet, there is a link on this screen.Īs you get used to the integration, you may notice that the integration prompts you for certain bits of information that are required on the deal. The first time you try to use the MidAtlantic Finance integration you will be prompted for your Dealer ID.
To submit the deal, click on “Finance this Deal” and click on the “Mid-Atlantic Finance” button. Once you’ve entered your customer and pricing information, you are ready to submit the deal to a financing source! To get started, click on “Enter Sales” and set your sale type to Outside Financing.
Frazer provides integrations to several outside finance companies.
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