Recommend and Compare Finance Programs

Recommended and compare program options will auto-populate in the app. The comfort consultant may change the selection when building a quote. 

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 auto selected 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

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.

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

This 14-minute video demonstrates what's new in the app and how to manage the new features in the Management Portal. 

• App Option Tab (20s)
• Management Portal Financing - Set Recommend and Compare Payment Options (1 m)
• New Notes Tab - (3m 30s)
• Simplified Signature Tab - (5m)
• Custom Settings - (6m 24s)
• Proposal PDF - (11m 29s)