Dealer Portal Support

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  • Tips for Using this Help System
  • System Requirements
  • Welcome
  • Dealer Portal
    • Home tab
      • Access deals on the Home tab 
      • Search for an application
      • Start a deal from the Home tab
    • Credit Reports tab
      • Pull a credit report from the Credit Reports tab
      • Print credit forms
      • Start a deal from the Credit Reports tab
    • Vendors tab
      • View third-party vendors
      • Sign up with a vendor
    • Lenders tab
      • View lenders
      • Filter lenders on the Lenders tab
      • Contact lenders
      • Apply for RMS lender access
      • Enable RouteOne DSP and Add Lenders
    • Admin Console tab
      • Enable AppOne lenders
      • Set up non-AppOne lenders
        • Make the APR match the rate disclosed to the customer
        • Set up form batches
      • Update dealership information
      • Set up system defaults
      • Set up system users
        • Add users
        • Edit users
        • Delete Users
        • Unlock an account or reset a password
      • Add Email alerts
      • Set up an online credit application
      • Enable third party interfaces
      • Enable F&I Express
    • Announcements tab
      • View AppOne announcements
  • Applications
    • Customer tab
      • Complete applicant information
    • Credit Bureau tab
      • Pull a new credit report
    • Collateral tab
      • Enter collateral information-automobile
      • Enter collateral information-marine
      • Enter collateral information-motorcycle and other powersports
      • Enter collateral information-tractor
      • Enter collateral information-RV and other
    • Structure tab
      • Enter structure/trade-in information
      • Complete the deal structure after submitting the deal
      • Add back-end products and review the deal structure
    • Lenders tab
      • Select lenders and submit the deal
      • Select lender callback
    • Forms tab
      • Print the Credit Application, Risk-Based Pricing Notice, or the Adverse Action
      • Print the forms
    • Notes tab
      • Add a note to an application
    • E-Files tab
      • Add files
      • Send files
      • Delete files
    • Workflows
      • Create a financed deal
      • Create a cash deal
      • Create a BHPH deal
      • Create a deal for an organization
      • Create a deal for a lender automatic approval program
    • How do I?
      • Rehash a decision
      • Resubmit a declined or dead deal
      • Clone an application
      • Create a manual callback
      • Fix a CPS lender decision that did not update
      • Order Paper Contracts
  • Frequently-asked questions
    • User Names and Passwords
    • Submitting Applications
    • Entering Fees
    • Lender Callbacks & Approvals
    • Printing
    • Funding and Reserves (RMS only)
    • Account Management
    • Terms and Abbreviations
  • Forms
    • Standard Forms
    • Lender forms
      • Ally
      • Bank of America
      • Banterra Bank
      • Brand Auto
      • Consumer Portfolio Services (CPS)
      • Credit Union Acceptance Corporation (CUAC)
      • Crescent Bank & Trust (CBT)
      • Essential Federal Credit Union
      • First Consumers Financial
      • Gateway One Lending & Finance (GOLF)
      • Georgia's Own Credit Union
      • Grow Financial
      • Marine One Acceptance
      • Merrick Bank
      • Pelican State Credit Union
      • Ride Today
      • Top Finance
      • US Bank
      • Wells Fargo
  • Release notes
    • Configuration Updates (Weekly)
    • Forms Updates (Weekly)
    • Platform Updates (Weekly)
    • Platform Releases (Quarterly)
  • Training
  • Downloads
  • Contact AppOne
  • Legal information