TD Auto Finance Connect - TD Auto Finance Dealer

TD Auto Finance Connect
Guide To Our Dealer Portal
Effective November 14, 2014
TD Auto Finance (TDAF) Connect –
Supporting Your Financing and Sales Work
TDAF Connect is the proprietary dealer portal for TD Auto FinanceTM,
which you can access at tdafconnect.com. When you do business
with us, you’ll find all the tools and customer information you need to
support you on TDAF Connect.
At TD Auto Finance, we understand how your business works and we
have designed TDAF Connect to make it easier for you to do more
business with us. This guide tells you what you need to know to get
going with TDAF Connect, and gives you easy-to-follow instructions for
finding what you’re looking for on the site.
1
Logging in to TDAF Connect:
Before anyone can log in to TDAF Connect, the individual at the dealership designated as the TDAF System Administrator must first
set up user names and passwords for anyone who will use the system. Once this critical first step is complete, users can view TDAF’s
Program Highlights, use EFT to manage cash flow and access Payment and Reserve data.
2
Administration Tab
New System Administrator login
and user set-up is easy. The System
Administrator should follow the
simple steps below when logging in
for the first time:
1 As the System Administrator, you should
have received a link embedded in the email
titled: Get Started with TDAF Connect from
email address [email protected]
2 Enter your temporary User ID and password
and your dealer number (all provided in
the emails).
3 Click the Administration tab in the top
navigation and then click Users.
4 Click Add User on the left to set yourself
up as a user.
5 Complete the required fields of information
including:
a. P assword (which must be exactly
8 characters and include letters and
numbers) and,
b. P rofile (be sure to select “System
Administrator” from the drop-down
menu) and click SAVE.
6 Once your profile is saved you will
automatically be assigned a new User ID.
Record the assigned User ID and the new
password in a secure place where you can
access it for future reference.
7 Set up other dealership personnel as users
by clicking Add User for each. You will
follow the same process as outlined above
with the exception that you’ll select the
appropriate profile for each user.
ote: You must set a new password for
N
each user, so you should coordinate with
each user to have them choose their
own password before you set them up in
the system (new users don’t choose their
IDs – they are automatically assigned).
8 Once a user is set up, review and update
(where necessary) their default profile
settings. Click the Users link on the left,
select the user you wish to review/update
and then click the EDIT PROFILE button.
3
TDAF Connect At-A-Glance
1
5
3
2
4
6
Once you log in, you will land on the TDAF Connect home page. The home page is set up in six distinct areas.
Starting at the top of the page you will find:
1
Navigation Tabs
4
Users can access features and tools by mousing over any
of the top navigation tabs and selecting a link from a
pull-down menu.
2
Alerts about customers whose account activity shows
a payoff request.
5
Headlines/Notices
Activity Monitor
Provides at-a-glance key dealership activity updates
such as contracts in a “hold” status and those ready
to be funded.
View the latest news and updates regarding the processes
and systems you use including updated rate sheets.
3
My Referrals
Common Tasks
6
Access payoffs, OFAC checks, quick payment calculations
and rate quotes, or create new customer folders.
People Search
Search for customer folders.
4
Electronic Funds Transfer (EFT) Tab
Save time, plus easily track transactions and cash flow by using TDAF’s EFT system to process customer payoffs, payments and
more. We load funds via EFT, our cash management system. Funds for contracts and reserves update to EFT during the day as they
are booked. Funds will be automatically transmitted to your dealership’s bank account each business day after 8:00 pm ET. Manual
transmissions for customer payments and payoffs can be authorized and transmitted to TD Auto Finance once per day prior to
8:00 pm ET. A user, whose profile designates them as an EFT Primary user, can go into EFT by clicking on the EFT tab from the
home page. Once there, you can view booked contracts, adjustments and reserves. EFT also enables you to view a 90-day history of
transmission activity. Below are stepped instructions for fundamental EFT functionality.
To review contracts for which funds
will automatically be transmitted to
your dealership’s bank account:
1 Click EFT from the top navigation.
2 The Summary and Authorization
screen displays.
3 View the Advances section.
4 Details for each contract will be displayed.
Note: Total advances shown on
this page will be reduced by any
payments, payoffs, adjustments
and/or balances forward amounts
authorized on this page.
Reserves
The Summary and Authorization screen
displays reserves associated with your daily
booked contracts.
To access the Summary and Authorization
screen, follow these instructions:
1 Click EFT from the top navigation.
2 The Summary and Authorization
screen displays.
3 View the Reserves section.
4 You may review the contract information
(customer name, VIN last 8, reserve
amount, account number, contract rate
and net rate).
5
Electronic Funds Transfer (EFT) Tab
(continued)
Adjustments
Flat Cancels/Reversals, Reserve Balance Forward, Funding Adjustments, and Negative NSFs are examples of Adjustments. Take the
following steps to view adjustments:
1 Click EFT from the top navigation.
2 The Summary and Authorization screen
will display.
3 View or print all adjustments.
Note: Totals in this section will be offset
against the amount in the Advances
section of the screen.
Payments
To manually transmit funds owed to TDAF or balance forward reserves:
1 The Payments section displays payments and
payoffs ready for authorization.
2 Click the Authorize All button to transmit
the funds. Then click OK to finalize the
transmission before 8:00 pm ET.
Note: Clicking Authorize All authorizes
TDAF to debit your dealership’s
bank account for a maximum of the
amount shown on this screen. The net
transmission amount will be offset
against the credits appearing in the
Advances and Reserves screens, which
may result in a lesser debit or a credit
to your dealership’s bank account.
6
Electronic Funds Transfer (EFT) Tab
(continued)
View Transmit History
(up to 90 days)
Allows you to view transmission details
by date. To do so:
1 Click EFT from the top navigation.
2 Click the History link on the left.
3 Under History, choose a date range for all
transmission history, or a specific category
such as Amount, Transaction Type, Subtype,
First Name, Last Name or VIN Last 8.
4 View history for a specific date.
Note: The date of last transmission will
be the date that automatically populates.
To change the date, select a date using
the Transmission Date fields or calendars
at the top of the page. Then press
SEARCH and the transmission date
selected will populate.
5 Press PRINT to print this information
7
Work Queue Tab
The Work Queue is your source for the most
frequently used functions on TDAF Connect:
•O
FAC: View your TD Auto Finance credit
applicant’s/customer’s OFAC check status.
•A
ssigned Follow Up: Set a follow-up
reminder within a Customer Folder.
•N
ew Notices: View any unopened
TD Auto Finance news and
information notices.
•C
ontracts Held: View credit applications
that are in a hold status as a result of
open stipulations.
•P
ayoff History:
View a log of all payoff quotes generated
at your dealership.
Activity Monitor
Prominent on the home page, the Activity
Monitor provides quick links to most of the
same functions as the Work Queue tab, but
is also available here for at-a-glance status
monitoring. The only function not available
from the Activity Monitor quick links is the
Payoff History link.
8
Deals Tab
Submit credit applications via RouteOne
by clicking the Deals tab at the top of any
TDAF Connect page.
To submit a RouteOne credit application
to TD Auto Finance:
1 Click the Deals tab at the top of any
TDAF Connect page.
2 Click the ACE via RouteOne link to
directly access RouteOne for credit
application submission and management
tools.
3 Click the DealerTrack link to open the
DealerTrack login page in a new browser
window.
Common Tasks
Common Tasks includes requests for payoffs,
OFAC checks, quick payment calculations and
rate quotes, as well as functionality to create
new customer folders.
•C
ustomer Folder: Once a credit application
is submitted to TD Auto Finance, a customer
folder is automatically created. If you
would like to create a customer folder in
advance of this step, you can do so here.
All customer information is conveniently
located in one place – customer folders.
•P
ayoff: View the payoff amount for any
TD Auto Finance account.
•O
FAC: Request a customer OFAC
check (Requests only; for OFAC check
status, click the OFAC link under
Activity Monitor).
•Q
uick Quote: Calculate various rate,
payment and term scenarios for
customer presentation.
9
My Referral
If a TD Auto Finance customer requests
a payoff amount, their name and relevant
information will populate in the My Referral
section. This request suggests there is a high
probability that the customer is in-market.
As your TD Auto Finance customer portfolio
grows, this feature becomes a resourceful
sales tool.
People Search
People Search enables you to search and
locate your TD Auto Finance customer folders
either by using customer name or account
number. This feature also allows you to search
for a TD Auto Finance contact.
10
Additional TDAF Connect Features and Tools
Once you familiarize yourself with the key features and tools that you will rely on most in TDAF Connect –
EFT, Work Queue, Activity Monitor and Deals – take some time to check out the rest.
Customer Management Tab
As you begin to build your customer portfolio with TD Auto Finance, you will find the Customer Management
tab and links very helpful.
•N
ew Customer Folder: When you submit a retail credit application to TD Auto Finance, we automatically create
a customer folder for that applicant. When the credit application is approved and a contract is booked, we will create
a customer number. We will add this number and additional information to the customer folder. If you prefer to have
all of your customers in one place, you can also create customer folders for non-TD Auto Finance customers.
•C
ustomer Search: See your most recently viewed customer folders or use the search functionality to locate other
customer folders.
•L
eads: Provides access to payoff referrals and those leads designated as “contacted.” Customers can be assigned
to a salesperson and updated as “contacted” once the salesperson has made contact with the customer.
•G
enerate Customer List: Generate customer lists based on target criteria. You may print or export your lists
for easy access.
•C
ustomer Reassignment: Reassign existing customers to a new salesperson.
Dealer Services
The Dealer Services tab gives you access to the following useful services:
•N
otices: Important notices regarding our programs and various system updates.
•R
eports: Status reports and statements such as retail reserve statements and OFAC check reports.
Visit the Documents section of tdafdealer.com for the most recent version of this Guide.
TM
TD Auto Finance is a registered trademark of The Toronto-Dominion Bank.
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84-291-8463 (11/14/14)