Increase efficiency of automotive loan contracting processes and improve partner experience. Dealers can easily upload documents required for loan or lease contracts by using the Funding Workbench console on an Experience Cloud site. Post review of the contract terms from a funding analyst, dealers can view the tasks or sub-tasks assigned to them with simplicity and fulfill the missing requirements and help finalize the funding for a customer’s loan or lease.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Automotive, Vehicle And Asset Lending, and Funding Workbench enabled.
Who: To use this feature, users need the Vehicle and Asset Lending permission set.