Use the Scratch Pad
You can use the scratch pad as a way to figure numbers, payments, trades, everything you would with a worksheet but it is used for outside lenders. You can forward the scratch pad to another lender, and you can open a saved one by clicking Last Worksheet/Scratch Pad on the Worksheets tab. It is used as a calculator, where the system figures all the information for you.
- From the Worksheets tab, click Create a New Worksheet.
The Create New Worksheet pop-up window opens.
You are required to select the vehicle before opening the scratch pad. See Create a Worksheet for instructions.
- Click IDMS Lender Finance Worksheet.
A new worksheet opens called Scratch Pad.
- Input the figures, and click the Calculate icon
.
You can revise the numbers as many times as you want and recalculate.
From here, you can move forward and Contracting a Deal.
To find a lender
- Click the More icon
, and choose Find Lenders.
A list of lenders appears to choose from.
- Click Send to Lender for one or more lenders of your choice.
- Click Close.