Manage Financing Programs Release 9

Financing Options
Drag and Drop to reorder Finance Program Sort Order "Pencil edit" to Edit the Financing Option

Program Name: Only displays in the app

Payment Label: Displays in the app and on the Proposal

Term: Enter the months of the term to calculate equal monthly payments.

Payment Factor: Enter the Payment Factor if the monthly payment is a percentage of the balance due.  The payment factor will be used if the field is filled.

Dealer Fee: Enter the % the price will be boosted when the program is selected

Adjust Price for Down Payment: Check this box to deduct the down payment from the balance before calculating the dealer fee boost.

Other Fees: Enter any fees that are associated with this program. For example, processing or application fees. *New in SBP Version 9

Select Default: Check this box, if you want the program to be autoselected as a recommended program. *New in SBP Version 9

Compare Default: Check this box, if you want this program to autoselect as a "Compare" program in the app *New in SBP Version 9

Limited Compare: Check this box, if you have payment options that should not be compared on the same option.

For example, if you have several 0% interest programs with different dealer fees, you would not want the programs to display on the same option. *New in SBP Version 9

Lease Program: Check this box if you are using a lease program, the total price will not display on the proposal.*New in SBP Version 9