Draft a Deal

Draft a deal for the customer, in the following 5 simple steps:

1. Add Customer, Asset, and Trade-in
2. Add Add-ons
3. Specify Lender and Deal Type
4. Populate Nine View Box
5. Select, Compare, and Save Deal

Add Customer, Asset, and Trade-in

To create a draft deal, the first step is to add customer, asset, and trade-in (optional).

Add Customer

To add a customer, click Add Customer, this will open the Enter Customer's Details popup:

In the Enter Customer's Details popup:

1. Enter customer's Email Address
2. Select a Preferred Communication method (mobile or email)
3. Select a Credit Score
4. Click Save Changes

Add Asset

To add an asset, click Add Vehicle, this will open the Asset Selection popup:

In the Asset Selection popup:

1. Apply filter to search the desired asset
2. Click Select & Continue on the desired asset

Add Trade-in

To add a Trade-in, click Add Trade-in, this will open the Trade-in popup:

In the Trade-in popup:

1. Provide the Year, Make, Model, Trim (optional), Current Mileage, VIN (optional), and Trade-in Amount
2. Specify the Condition of the Vehicle
3. Specify Is asset titled in customer's name?
4. Specify Does the customer have lease/loan balance?
5. Upload trade-in asset images

Add Add-ons

To add Add-ons, click Add Add-ons, this will open the Add Products popup:

In the Trade-in popup:

1. Filter the desired products
2. Select what you want to add
3. Click Continue

You can also create and add new Add-ons. To create a new Add-on, click Create New Add-on, this will open the Create New Add-on popup:

In the Create New Add-on popup:

1. Enter the Product Name
2. Add a Description
3. Select an add-on Category
4. Select the Vehicle Condition
5. Enter a Part No (optional)
6. Add a Supplier
7. Enter the Price of the add-on
8. Provide the add-on's Brochure URL (optional)
9. Provide the add-on's Video URL (optional)
10. Upload add-ons images
11. Click Save Add-on

Specify Lender and Deal Type

The third step is to specify Lender and Deal Type (finance, lease, or cash).

To specify a Lender, on the left side of the Deal Desk, inside the Draft card:

1. Click the Lender dropdown
2. Select the desired lender

To specify a Deal Type, click Finance, Lease, or Cash.

Populate Nine View Box

The forth step is to modify and populate Nine View Box. In Nine Box View, dealers can compare financing scenarios side by side.

Dealer can modify the following to create nine different options for the customer to choose from.

For Finance:

• Selling Price
• Down Payment
• Term
• Rate

For Lease:

• Selling Price
• Down Payment
• Term
• Miles
• Rate
• RV

Once an options from the Nine View Box is selected — on the right side of the Deal Desk — dealers can view a detailed breakdown for:

• FA/Gross Capitalized Cost
• Due at Signing
• Capitalized Cost Reduction
• NFA/Adjusted Capitalized Cost
• Payment Details

Select, Compare, and Save Deal

This is the final step. Dealer can select a deal option from the Nine View Box and save the deal, which will show up on the Deal dashboard under Deals for further processing.

Lane also allows you to compare multiple deals for multiple assets to get the best possible deal for both you and the customer. To add multiple assets for comparison:

1. Select a deal from the Nine View Box
2. Click the icon highlighted in the image below

Clicking the icon highlighted above will open the Comparison View:

To add assets for comparison, click Add Vehicle:

Once the desired deal is selected, to save the deal for further processing, click Save & Continue: