On an Experience Cloud site, dealers can rehash the final proposals that are shared by underwriters for their review. They can change the payment structure and the selected vehicle in the proposal based on customer needs. The underwriter revisits these proposals for further review, and shares these proposals with the dealer with additional stipulations or for final approval.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To rehash proposals: | Vehicle and Asset Lending for Partners permission set |
Make sure that your admin adds the Application Form Product as a menu item on the Experience Cloud site. See Navigation Menu.
Make sure that your admin configures these fields in the product configurator.
- LoanTerm
- DownPayment
- LoanAmount
- MSRP
See Set Up Product Configurator for Rehashing Loans or Leases.
- Log in to the Experience Cloud site.
- Select Application Form Product from the menu.
- On the Application Form Products list view page, select a record.
-
Go to the Proposals tab.
All proposals that are either active and in the prequalified or final stage, or inactive and in the final stage are shown. Inactive prequalified proposals aren't shown.
- In the Currently Selected Proposal section, click Rehash Proposal.
- In the Change The Payment Structure section, enter the new down payment amount and term for the loan or lease.
-
To choose a different vehicle, in the Change The Vehicle section, click Change
Vehicle.
Use the criteria fields to search for a different vehicle and select the vehicle from the results. The criteria fields, result fields, and the action to select a vehicle depend on the search criteria configuration set up by your admin. See Configure Criteria-Based Search and Filter for Vehicle and Asset Lending. The Proposed Changes section shows the modified vehicle and the updated down payment amount and term as pills.
- To generate the values for the calculated fields based on the logic of the product configurator, in the Proposed Changes section, click Apply Changes.
- To create a proposal based on the changes, click Calculate.
- To update the application form record, review the changes and click Update Application.
- Click Yes.
The proposal submitted by the dealer is marked as Applicant Revised and sent to the underwriter for review.