Decisioning
Dealers go through a decision process, where deal information is reviewed and is approved or declined based on criteria from the outside finance company or in-house financial decision maker. Auto-decisioning occurs when the system approves or declines the deal based on criteria set up in the system. Manual decisioning requires a person to approve or decline the deal. Auto or Manual decisioning and its target criteria are determined in Settings. See the Lender Defaults tab in View or Edit a Channel.
- Do one of the following:
- From the Worksheets tab, locate the worksheet and click the Decision icon
. - Open the specific worksheet, click the More icon
and choose Decision.
The Worksheet Decision pop-up window opens.
- Make any changes, and click Save.
If the Status field is Declined, the deal is declined and the Worksheet is indicated in red on the Worksheets tab.
