MUSA DEALER PORTAL GUIDE DEALER PORTAL GUIDE Introduction Accessing the Portal Payment Calculator...
Transcript of MUSA DEALER PORTAL GUIDE DEALER PORTAL GUIDE Introduction Accessing the Portal Payment Calculator...
Introduction
Accessing the Portal
Payment Calculator Tool
Residual Tool
The Hot Sheet
Applications Overview
How to Submit an Application
Documents
Change Password
Mailing Documents
TABLE OF CONTENTS
The purpose of this manual is to guide users on how to quickly and easily navigate the
MUSA Auto Finance Dealer Portal. The benefit of learning this information is to enhance
the user experience and simplify the portal experience.
INTRODUCTION
To login to the dealer portal
visit musaautofinance.com
and hover over the “Dealers”
tab and then click on “Dealer
Portal” in the dropdown
navigation.
ACCESSING THE PORTAL
Once on the “Dealer
Portal” tab, scroll down
to and click on the
“Dealer Portal Login”
button to be directed
to the dealer portal
login page.
Input the email and
password we sent
in your welcome
email and select
“Login.”
Tip:Bookmark the page
and check the “Remember Me” box to easily access the portal in the future.
Please take a few minutes to watch our dealer video
about the MUSA Effortless Lease!
Click on the “Calculator” tab
to quote a range of
payments for a customer in
your dealership or a
customer you might have on
the phone!
Input all required information
and select “Estimate
Payment” to calculate.
PAYMENT CALCULATOR TOOL
The next view is an
automatically populated
list of 24-60 month
range of base and total
payments along with
the residual and
monthly use tax.
See Program
Parameters for book
value and tier specifics.
Printing the estimate is
also available if you’d
like to show your
customer payment
options.
Select “Residual” and input all
required information.
Select “Calculate Residual Value”
to automatically populate how
much the car
will be worth at the end of your
lease.
RESIDUAL TOOL
Next, is an automatically
populated list of
residual values in a
range from 24 to 60
months.
The Hot Sheet is a list of cars that
do well in our program.
Click on “Hot Sheet” and select
either “36 month lease” or “60
month lease” to view recent
vehicle payment comparisons for
lease vs. retail payments.
These are great cars to buy and
keep on your lots and we’ll help
you earn more money on them.
THE HOT SHEET
The Hot Sheet is
updated every 30 days
with new cars
and lower monthly
payments!!!
With these payment
differences, why
wouldn’t you lease to
your customer? And
you’ll get them back in
after 3 years for another
lease.
It’s a WIN-WIN!!
Select “Applications” to view the
applications dashboard.
From the application dashboard,
you can start
a new application or view
existing applications.
APPLICATIONS OVERVIEW
Sort using the section
header or search using
open field input section.
View an existing
application by selecting
the “eye” icon.
Review basic
application, notes, or
decisions. Update an
application, make
updates, add notes, or
view the contract.
SUBMITTING AN APPLICATION
To start, select from three
different types of
applications.
• Individual credit
application
• Joint credit application
• Business application with
co-applicant
Input the required loan
information, which
includes vehicle, trade
and applicant
information.
For this example,
we used the Individual
Application.
Once all required
information and
any notes for the
underwriter have been
completed, select to
save application as a
draft or submit new
application.
Tip: Once the app has been submitted,
return to the application page to get an decision in 10
seconds or less.
“Recommended
Review” decision means
the application is still
being reviewed.
If an “Auto Declined” or
“Declined” decision has
been reached. Feel free
to call the underwriter
to discuss the
application.
Call your Underwriter on all approvals to re-hash. Everything is negotiable with us!
You also have the
option to update the
application (via the
“eye” icon) and resend it
for approval.
No look to book so you
can re-submit as many
times as you need.
If “Auto Approved or
Approved,” use the
“eye” icon to view a
draft of the contract
and you can also the
lock the contract. You
can even add your own
backend products to
the contract.
Important: The application is
NOT complete until you lock the
contract.
To lock the contract,
review the structure
information for accuracy
and add on additional
backend products.*
*You can add up to five
backend products of your
choice and we also give
you the ability to sell
your own GAP so you can
make more gross on the
back end.
Tip:Ask us about our line of backend products,
Avert Vehicle Protection Products
or visit avertproducts.com
for more info.
Once all the information
has been input, select
“Lock Contract” to finalize
the contract.
Please Note: Dealer is
responsible to verify correct
taxes and all backend products
must be approved adds from
approved vendors. MUSA will
not fund this lease contract
without a complete funding
package, a lease contract that
complies with all MUSA
policies, and final approval by
our verifications department.
Once locked, you may
“Change Contract” if
needed and print your
application via the
“View Contract”
button as well as
download the rest of
the required documents
needed to complete the
lease agreement.
Important:
The contract MUST be
printed on legal size
8.5 x 14 paper and
mailed in a flat folder.
Other documents may
be printed on standard
8.5 x 11 paper.
Don’t forget to also
select “Unread Notes”
to see messages from
underwriting or contract
issues.
This is a great and easy
way to communicate
with our Underwriters
or Funders.
Generic Documents, State
Documents and State Title
Applications are all available
in the “Documents” section
of the portal.
We will eventually have
samples of all 48 title apps
for each state. Check out a
sample
DOCUMENTS
Please note “State Title
Application” for
clarification:
“MUSA Auto Leasing” is
listed as the Owner of
the vehicle. The Lessee
is listed as Co-Owner on
the second line.
For the address, you
must use our Dallas, TX
address.
“MUSA Auto Finance” is
listed as the
“Lienholder.”
Please note that we have
two different addresses.
MUSA Auto Finance is the
Lienholder and please use
our Jacksonville address
so the title work is
processed accurately.
You can also “Change
Password” or “Logout”
by clicking on your email.
CHANGE PASSWORD
Send all contract packages to:
MUSA Auto Leasing
4455 LBJ Freeway, #1200
Dallas, Texas 75244
Lienholder for Application for Title:
MUSA Auto Finance
PO Box 550870
Jacksonville, FL 32255
Make sure documents are mailed to
the correct address below.
MAILING DOCUMENTS
Thanks again for joining the MUSA Auto Finance program.
Please don’t hesitate to contact our Dealer Relations Team at 1-800-563-
6872 or [email protected] for more information.
THANK YOU